Advicent and Redtail Partner through Figlo™ Integration

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Integration Helps Advisors Spend More Time in Front of Clients

Advicent Solutions, the leading provider of SaaS-based technology for the financial services industry, and Redtail Technology, the leader in web-based client relationship management solutions for financial advisors, have partnered together to launch their most recent integration between the Redtail CRM and Figlo™ interactive planning tool. The integration serves to create efficiencies that allow advisors to spend less time on data entry and more time in front of clients.

The two companies see this integration as a way to connect advisors and clients closer together, giving clients a better experience and ultimately increasing advisor value to their clients.

“We’re excited about the benefits advisors can gain from this integration,” said Cory Olson, senior product director at Advicent. “Our goal is to enable advisors to positively impact their businesses, and this integration not only serves to decrease inefficient manual data entries, but it also frees up time for advisors to connect more often with their clients.”

Mario Canas, enterprise relationship manager at Redtail, said, “The primary goal of all of our integration efforts is to make those tasks that advisors have to perform on a day-to-day basis easier and more streamlined. We are excited to be able to branch out and offer this new level of integration with Advicent and Figlo to our mutual subscribers from within Redtail CRM’s new user interface. This is only the first part of our coordinated integration effort, which will deepen significantly over time helping our clients cultivate relationships that really matter."

Figlo™ provides advisors client centric financial planning solutions that strengthen the advisor and client relationship through better client engagement. For more information on Figlo™, or to learn more about Advicent’s financial planning and marketing communications solutions, please contact an Advicent representative at marketing(at)advicentsolutions(dot)com.

About Advicent Solutions
Advicent Solutions is now the leading provider of SaaS technology solutions for the financial services industry, servicing dozens of the world’s largest financial institutions. Our products include financial planning, goals assessment and marketing communications tools. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal. To learn more, visit

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.

© 2015 Advicent Solutions. All rights reserved

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Jenny Schroeder
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