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.

Member Integrations

Click here for NON-MEMBER Integrations
PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration
Integration
Integration


FINANCIAL PLANNING
INTEGRATIONS
Integration

FORMS FILLING SOFTWARE
INTEGRATIONS
Integration

ACCOUNT AGGREGATION
INTEGRATIONS
Integration