Customer Spotlight: How Redtail Helped Heron Wealth Soar

Customer Spotlight: How Redtail Helped Heron Wealth Soar

Our firm Heron Wealth is well known for successfully leveraging technology to maintain high levels of client service.  This recent piece by Redtail Technology, which provides two of our most important systems, will give you a "behind the scenes" view of a fast growing wealth advisory practice.  

Heron was previously featured by eMoney for utilization of financial planning platform, Smarsh for Social Media archiving and Financial Planning magazine for leading the advisor industry on cybersecurity protections for clients.

Read More