The integration allows advisors to import their clients from Redtail to Cashflow INSITE. Advisors can then send out invitations from Cashflow INSITE, so their clients can initiate tracking their spending.
Gold River, CA (PRWEB) July 1, 2009
Redtail Technology, an innovative provider of client relationship management solutions for financial advisors, is pleased to announce a strategic integration with Neuralus Inc., developer of Cashflow INSITE. Through the agreement, Neuralus will allow advisors to integrate client lists with the Cashflow INSITE product, easing the transition of introducing budgeting services to the advisor's product offering.
"The integration allows advisors to import their clients from Redtail to Cashflow INSITE. Advisors can then send out invitations from Cashflow INSITE, so their clients can initiate tracking their spending." said Alf Wurr, the co-founder and chief scientist at Neuralus.
The ensuing phase has already begun, and will aim to enhance the integration features and data sharing between the Redtail CRM solutions and the Cashflow INSITE product.
Brian McLaughlin, CEO of Redtail Technology, said, "Our goal has been to make information sharing a reality for Redtail users. Most advisor practices have a technology suite that includes three or four different pieces of software; in order to be efficient it is a must that each piece talks to each other. We are happy to add Neuralus to our list of integration partners."
About Redtail Technology (http://www.redtailtechnology.com)
Founded in March of 2003, Redtail's clients include independent financial professionals and over 80 independent Broker Dealers. Redtail delivers web based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services.
Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Additionally, the features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies.
For additional information on Redtail Technology, visit their website at http://www.redtailtechnology.com or call 1-800-206-5030.
About Neuralus (http://www.neuralus.com | http://www.cashflowinsite.com)
Founded in 2006, Neuralus Inc. is a software company, creating intelligent software solutions that automate tasks through innovations in artificial intelligence. Neuralus is the developer of Neuralus INSITE and Cashflow INSITE. Neuralus INSITE provides personal cash flow management within online banking sites for consumers, while Cashflow INSITE facilitates indirect personal cash flow management through client/advisor collaboration. Both products employ proprietary artificial intelligence techniques to automate Cashflow categorization.
For additional information, contact: Connie Pretula 204.272.7173