Jason Hiley

The Simplicity Ops team really understands the wealth management industry. This knowledge allowed us to not only systematize our current processes into Redtail but provided us with additional best practices to help us improve our business. I liked the detailed nature of the timelines and the delegation from Simplicity Ops of specific action items for us to complete.

Jason Hiley
CFP®
Partner, Hiley Hunt Wealth Management

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