Brian McLaughlin

First financial services integration for Everplans Professional since launch in June 2015

Everplans and Redtail Technology today announced a new relationship and completion of initial integration that will assist financial advisors, insurance professionals, CPAs, and attorneys as they support their clients with end-of-life planning. Everplans is a ground-breaking technology that gives financial professionals the additional tools they need to help their clients organize, store and share all their legal, financial, healthcare, personal and digital information – all in one, convenient place. Redtail is a leading provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions in the financial services industry. This is the first integration made available to the financial services market since launching the Everplans Professional platform in June 2015. The announcement was made today at the T3 Enterprise technology conference.

Number of RIA firms using Schwab OpenView Gateway jumps 83% year-over-year

Schwab Intelligent Technologies announced today that Orion Advisor Services, LLC., a premier portfolio accounting service provider, and Redtail Technology, a leader in web-based client relationship management (CRM) solutions, will participate in Schwab OpenView Gateway, the flexible, open-architecture technology platform that enables integration between Charles Schwab custody systems and those of participating technology providers supporting independent registered investment advisors.

New Redtail CRM User Interface Incorporates Morningstar’s Proprietary Research and Analytics

Redtail Technology, a leading provider of client relationship management (CRM) software, and Morningstar, Inc., a leading provider of independent investment research, are working together to simplify an advisor’s practice by providing seamless access to Morningstar’s proprietary research and analytics directly within a new Redtail user interface that will launch in the fourth quarter.

Customer relationship management platform is designed to expand and enhance the firm’s core technology offerings

LPL Financial LLC, the nation’s largest independent broker-dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced a new relationship with Redtail Technology, Inc. (Redtail).

Collaboration Marks the First Time Workflows From a CRM System Are Fully Integrated With a Financial Planning Tool and a Custodial Platform