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.
Brian McLaughlin, CEO/CTO of Redtail, says: "Our users like having client information at their fingertips. They see the CRM as the most efficient hub through which all of their client information should flow. We are proud to partner with Advisor Exchange to give our users the on-demand client information they need."
"Redtail understands that in order to provide great wealth management, financial advisors must have on-demand access into their client's entire financial profile," says John Luciano, vice president of sales and business development for Advisor Exchange.
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