Redtail CRM

FinaMetrica, the pre-eminent global provider of risk tolerance assessment tools, announced today an integration with Redtail Technology, a leading U.S. provider of client relationship management (CRM) systems for financial advisors.

The integration will allow advisors using the Redtail CRM to quickly and accurately assess a client’s risk tolerance score via both FinaMetrica’s 25 and new 12-question psychometric risk profilers. Redtail CRM users can launch FinaMetrica directly from a contact record from August 12th 2015. Joint webinar sessions will shortly be announced.

LPL has done a considerable amount of work laying the technology foundation for the future, but much of the work was not apparent to advisors. Joel Bruckenstein provides his thoughts after attending the LPL Focus Conference.

LPL Financial is difficult to overlook. They serve over 14,000 financial advisors. In addition, their serves Institution Services arm serves approximately 700 regional and community banks and credit unions. Institution Services also provides clearing services to approximately 4,000 advisors affiliated and licensed with insurance companies through a unique outsourcing arrangement.

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).

Advicent announces the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality.

Every day, more Americans turn to the Internet and technology for answers to their financial questions, so the need for advisors to quickly adapt their online presence is critical. “Having a branded lead generation tool is a huge differentiator for advisors,” says Andrew Stevens, NaviPlan® product director at Advicent. “It not only makes it easy for new clients to find the information they crave, but also helps advisors position themselves as the financial expert online – turning their website into a lead generation tool that works 24/7 to fill their funnel with prospects.”

Take a look at this short (and fun!) video from AdvisoryWorld Financial Technology. It points toward the value of attending the T3 conference as a financial advisor ... in this case "Joe Advisor" and showcases a couple of T3's long-time sponsors.