Redtail Technology, Inc., a provider of Web-based client relationship management, imaging, and e-mail archiving solutions for the financial services industry, has announced a new partnership and the completion of integration with Advisor Exchange, LLC.

The integration enables automatic client account population from Advisor Exchange to Redtail CRM. Redtail CRM users will be able to have their client accounts updated on a daily basis, providing advisors with up-to-date client portfolio information and allowing users to run more productive and efficient offices.

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