Downloads

Feel free to download any of the resources on this page. We hope they’re helpful!

Available Downloads

Automation Template Recommendations
Review Meeting Workflow
Service Model Template
Redtail Workflows
- Activity Priority Legend
- Activity Template Recommendations
- Beneficiary Change Workflow (Redtail)
- Quarterly Maintenance Workflow (Redtail)
- Style Guide Template (Redtail)
Wealthbox Workflows
- Task Template Recommendations
- Beneficiary Change Workflow (Wealthbox)
- Quarterly Maintenance Workflow (Wealthbox)
- Style Guide Template (Wealthbox)

Recommended Technology Integration

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