Documents CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000.....

Slide 1 Slide 2 Slide 3 CRM the Core Slide 4 A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users Slide 5 Redtail’s Growth…

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Slide 1 Slide 2 Slide 3 Available for less than $10 per month/per representative* *Depending on size of Broker Dealer Slide 4 Slide 5 Available for less than $30 per month/per…