Data Migration from Redtail, Consulting - AppExchange
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Data Migration from Redtail, Consulting
9 applicants

Fixed Price: $1,000-5,000

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Integration
11 years ago by Catherine Wright

We are looking for a partner who can map our data (already extracted) and migrate it to Redtail. We also need help with Best Practices for a Wealth Management Firm. We are looking for someone with experience with the Wealth Manager version of Salesforce, Redtail and Mac OS X. Thank you!