Finance Logix Widgets Now Available in Redtail CRM

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Graphical, Embedded Analytics Will Enhance Advisors’ Ability to Model Planning Analyses Directly in Popular CRM Program

Finance Logix’s Widgets are innovative, graphical analytical tools that integrate results from a client’s financial plan directly into the user interface of popular CRM packages, such as Redtail.

Finance Logix, a leading financial planning and client engagement platform, and Redtail Technology, an industry leading CRM for advisors, announced today the integration of Finance Logix’s innovative Widgets into the core Redtail CRM system.

Finance Logix’s Widgets are innovative, graphical analytical tools that integrate results from a client’s financial plan directly into the user interface of popular CRM packages, such as Redtail. By having this integrated planning information available in the course of their normal client service workflows, advisors and their support teams will be able to more readily deliver actionable advice and enhance their service offering.

“Industry research continues to show that advisors who have integrated their technology are growing faster and are more productive than those who haven’t,” said Oleg Tishkevich, CEO of Finance Logix. “As a result, we have made it a priority to develop advanced integrations of CRM and Financial Planning technology to further those advisor goals of efficiencies and growth.”

Finance Logix Live Widgets bring the results of a client’s financial plan developed in Finance Logix and integrate those outcomes directly into various applications via a graphical display that immediately enables an advisor or support staffer to communicate important information to the client.

The Redtail – Finance Logix Widgets integration is notable for a number of reasons:

  •     Includes fourth level of integration going beyond simple single sign-on, one-way data import, and bi-directional data sync to further streamline data entry and technology management.
  •     Enables advisors and their staff to adjust retirement expenses on the fly in Redtail and immediately see the effect on the client’s financial plan, providing a visual communication to clients as to the consequences of the withdrawal on overall plan success rate.
  •     Contains Widgets that are both static and live, so advisors and their staff can view existing analyses or conduct a “what if” scenario for clients directly from Redtail, without opening Finance Logix.
  •     Provides the highest level of technology integration in the marketplace and new functionality not available in any other financial planning software.

“Advisors today are using CRM as the hub of their practice,” said Brian McLaughlin, CEO of Redtail. “This integration with Finance Logix’s Widgets takes Redtail to the next level by providing live, interactive analysis directly inside the software they spend the most time in.”

“Finance Logix Widgets deliver on the promise of what the next level of true technology integration can be, and we believe that this innovation will transform how advisors operate their practices today, particularly with the depth of integration with Redtail” said Tishkevich.

About Finance Logix

Finance Logix is an innovative technology firm that provides customized end-to-end financial planning and client management solutions for leading financial services institutions and independent advisors. Since 1998, Finance Logix has created financial planning technology with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, and achievable plan of action. Finance Logix is the result of extensive research and insights into what the financial services industry requires to market and deliver consistent, accurate, personalized financial advice. http://www.financelogix.com

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Timothy Welsh
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