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INTEGRATION RELATIONSHIPS

CRM Software (Junxure)
Redtail delivers web based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention Services. Offered as a subscription service its deployment is rapid and features are flexible to meet specific needs of the independent Financial Professional. Redtail's high-performance platform is compatible with all environments and it integrates with popular industry financial solution companies.

We "play well" with these other software programs . . .

 



PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration
Integration
Integration
Integration
Integration

DOCUMENT MANAGEMENT
INTEGRATIONS
Integration

FINANCIAL PLANNING
INTEGRATIONS
Integration

ACCOUNT AGGREGATION
INTEGRATIONS
Integration

FORMS FILLING SOFTWARE
INTEGRATIONS
Integration






No Member Company Integrations
Are Currently In Process








Advisor Products
Albridge
Aralia
AssetBook
Docupace
eMoney
Fidelity
Finance Logix
JOTT
MarketingLibrary
Quik Forms
TradePMR