Redtail Technology expands CRM partnership offering with launch of MyIceberg platform for scalable intimacy

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Redtail Technology has partnered with personal relationship management platform provider MyIceberg to enhance the Redtail CRM offering for its financial advisor

“As a leading provider of what most consider to be the core component of an advisor’s tech solutions, one of Redtail’s primary focuses is to offer integration with complementary solutions providers that add additional value for Redtail CRM users,” said Brian McLaughlin, CEO of Redtail Technology. “A crucial aspect of the successful financial advisory practice is the ability to efficiently manage their business and personal relationships and, through those efficiencies, to build trust, thus allowing them to strengthen relationships and grow their business. The challenge of managing and leveraging the growth of social networks, along with the requirements of adhering to emerging legal guidelines on how “Personal” social media data is to be protected, supports the need for a MyIceberg solution in the financial services industry. The solutions MyIceberg offers in regard to aggregating contact information from disparate sources to provide a more complete client/prospect picture are complementary to our Redtail CRM platform and offer promise to help our advisors engage their relationships in more meaningful ways.”

The MyIceberg platform is focused on industries where a personal relationship will be a difference maker. Over the past several years tools have been developed to assist financial advisors with managing the transactions within their business more efficiently. MyIceberg is bringing this same efficiency to the management of relationships within their business, providing advisors the platform to drive genuine interaction and deepen relationships within their network. “The MyIceberg platform provides our users the ability to have greater visibility and opportunities for communication within their network which will ultimately lead to growth in their business” said founder John Gabos.

“We at MyIceberg are very excited to be launching our application in partnership with a forward thinking market leader, Redtail Technology” said Gabos.

About Redtail Technology, Inc.

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency. For more information, visit

About Myiceberg:
Myiceberg is a leading provider of web-based personal relationship management software designed to enable professionals to efficiently discover and engage with their customers and prospects around what matters most. Myiceberg protects the privacy of personal information yet at the same time integrates it with CRM in a private manner in order to make it actionable by the professional within his or her CRM application. Myiceberg serves the financial services, insurance, real-estate and other industries where personal relationships effect the business results. For more information visit

Media Contacts:
Redtail: David Mehlhorn, +1 800-206-5030 or david(at)redtailtechnology(dot)com
Myiceberg: John Gabos Jgabos(at)myiceberg(dot)com

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John Gabos
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