Redtail

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.

Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to integrate MoneyGuidePro’s financial engine within the eMoney Select system. I must confess that I was surprised that they were surprised.  Many industry insiders have been aware for that eMoney and MoneyGuidePro produced a similar integration for SunTrust some time ago. Figuring out how to integrate the two platforms was most likely the difficult part. Figuring out that many others would like a similar combination should have been the easy part. The devil, of course, is in the details, so bringing the joint offering to market for a wide audience took longer than one would have expected.

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).

Redhawk Wealth Advisors, Inc., a leading full-service turnkey RIA, partnered with AdvisoryWorld in order to enhance the services and tools for affiliated advisors. Redhawk will integrate the AdvisoryWorld SCANaltyics portfolio analytics, investment planning and proposal generation application into its advisor platform.

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

WHAT: The Laser App 2013 conference brings 300 broker-dealer executives and software providers into a collaborative environment to focus on technology trends and integrations.