Positivly, the world’s first financial personality test, is excited to announce our latest integration with leading wealth advisor CRM platform Redtail Technology. Financial advisors can now import their Redtail contacts into Positivly to invite them to discover their financial personalities.
Join the growing community of Advisors using Positivly to deepen client relationships and match prospects with investments.
To start inviting your clients and prospects using Redtail + Positivly, Schedule A Demo.
Are you a Financial Professional looking to learn what Positivly can do for your business? Book a demo with our team below.