We are looking forward to working with Redtail and their users to help deliver this holistic view and to offer an account aggregation solution that will help take their practice to the next level of efficiency and productivity.
Gold River, CA (PRWEB) July 1, 2008
Redtail Technology, Inc., a leading provider of web based Client Relationship Management (CRM), Imaging and Email Archiving solutions for the financial services industry, has announced a new partnership and the completion of an integration with Advisor Exchange, LLC.
The integration allows automatic client account population from Advisor Exchange to Redtail CRM. Redtail CRM users will now be able to have their client accounts updated on a daily basis, providing advisors with the most up-to-date client portfolio information available and allowing them to run more productive and efficient offices.
Brian McLaughlin, CEO/CTO of Redtail said, "Our users like having client information at their fingertips. They see the CRM as the most efficient hub through which all of their client information should flow. We are proud to partner with Advisor Exchange to give our users the on demand client information they need."
"Redtail understands that in order to provide great wealth management, financial advisors must have on demand access into their client's entire financial profile," said John Luciano, Vice President of Sales and Business Development, Advisor Exchange.
John went on to say, "We are looking forward to working with Redtail and their users to help deliver this holistic view and to offer an account aggregation solution that will help take their practice to the next level of efficiency and productivity."
This integration was made possible by Your Silver Bullet (http://www.yoursilverbullet.net), a membership organization of over 25 independent technology firms committed to making separate software programs "play well" together; so that financial advisors can spend more of their time managing their client's money and not managing incompatible software. Both Redtail Technology and Advisor Exchange are members of the organization.
About Redtail Technology
Founded in March of 2003, Redtail's clients include independent financial professionals and over 45 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, including Laser App Software, MoneyGuidePro and Advisor Exchange. For additional information on Redtail Technology, visit their website at (http://www.redtailtechnology.com) or call 1-800-206-5030.
About Advisor Exchange
Advisor Exchange provides a dynamic account aggregation technology designed to give independent financial advisors a comprehensive view of their client's total portfolio, including assets that are held-away. In addition, Advisor Exchange's technology can "push" aggregated client data into virtually any third-party application that an advisor may employ to run their business. This technology gives advisors and their staff more time to spend growing client relationships while dramatically reducing time spent manually collecting and entering financial account information. For additional information on Advisor Exchange, visit their website at (http://www.advisor-exchange.com) or call 888.623.7189.
About Your Silver Bullet LLC
Launched in February 2007, Your Silver Bullet (http://www.yoursilverbullet.net) is a membership organization of over 25 independent technology firms whose purpose is to accelerate and facilitate development of interfaces between independent software applications, and to provide an easy way for advisors to find programs that "play well" together.
# # #