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Redtail Template

A detailed template specifically for Redtail users to create a complete financial profile.

Updated over a week ago

The Redtail fact finder can be used as is and can also be customized.  Please note that any additional fields, groups or pages that you may add to the template will not export to Redtail. 

You can click on the template from the library to open it in preview mode to see what your client will see.  From the preview you can even print the template as is.

To engage your client with this template you will need to first add it to My Templates.  You can do this by clicking on the template in the library and then clicking on the Install template button on the template details.

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