Redtail Technology

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.

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.

BillFin integrates with Redtail CRM, TD Ameritrade Institutional’s Veo platform

Redi2 Technologies, Inc., a fee-billing software firm with a longtime track record of providing enterprise solutions to large institutions, today announced the launch of BillFin, a cloud-based billing tool for broker-dealers and registered investment advisors (RIAs) that calculates fees and creates professional-looking client invoices and industry-standard custodian files.

External IT Refreshes Its Interface With a Modern Look and Seamless Workflow Integration for Greater Advisor Productivity; The Latest Version Includes Improved Security and Workflow Features Such as Web App Single Sign On, Built In Token 2-Factor Authentication, Cutting Edge Auditing, Cybersecurity and Compliance Features; External IT Is Offered in Fidelity®'s New Wealthcentral® Technology Bundle

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).

CRM is a crucial component to your overall tech strategy. If you are struggling with user adoption, Paul Cantrell of Redtail Technology outlines some helpful steps you can take for a successful CRM implementation.