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So far Positivly has created 13 blog entries.

Helping Clients And Advisors See Eye-To-Eye On Risk Tolerance

There’s no arguing that risk tolerance is a complex metric, consisting of everything from the client’s financial goals, to their investment timeline, to the amount they want to invest, and their plain old gut comfort level. But a lack of attention paid to risk tolerance at the beginning of an investment relationship can have [...]

By |2021-04-17T09:48:29+00:00January 1st, 2021|Advisors, Risk|0 Comments

Redtail CRM is integrated with Positivly

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 [...]

By |2021-03-23T12:44:04+00:00October 1st, 2020|Integrations and Partners|0 Comments

Wealthbox CRM is now available with Positivly

Positivly, the world's first financial personality test, is delighted to announce more CRM integration options to our users. Financial advisors can now import their Wealthbox contacts into Positivly and invite them to discover their financial personalities.    Join the growing community of advisors using Positivly to deepen client relationships and match prospects with investments. [...]

By |2021-03-23T13:54:31+00:00September 29th, 2020|Integrations and Partners|0 Comments