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Best Practice Partner Webinar - Orion
Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.

Built by advisors, for advisors, Orion’s portfolio management software gets advisors back to the business of serving their clients. Join us as we showcase the various integration points between Orion and Redtail CRM as they relate to onboarding new clients and managing them using two-way contact sync, account feeds and reporting.

Mar 11, 2020 09:00 AM in Pacific Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Redtail Training.