Welcome to our reservations platform for managing and tracking your financial seminars.  We give each user the seminar tools to help make their next seminar a successful one. Edge is our answer to a seminar reservation platform and analytics tool in-one. Our platform includes essential call center functionality along with event management tools with at-a-glance analytics.

Seminar Dashboard

Analytic Charts

Robust Roster Management

We integrate with Redtail

Financial Seminar Services and Redtail Technology have joined paws to deliver effortless control over your seminars.

By synchronizing seminar reservations, attendees’ data, and event tasks, we aim to deliver a seamless experience for financial advisors, planners, and professionals engaged in seminar organization.

Find out how we can elevate your seminar experience and streamline your operations with our integrated solutions!

View our joint press release here.

Want to learn more?

Fill out our form below to schedule a demo today!