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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

DOCUMENT MANAGEMENT
INTEGRATIONS
Integration

FINANCIAL PLANNING
INTEGRATIONS
Integration

ACCOUNT AGGREGATION
INTEGRATIONS
Integration

OTHER ADVISOR SERVICES
INTEGRATIONS
Integration






PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration







OTHER ADVISOR SERVICES
Albridge
eMoney Advisors
Quik Forms
MarketingLibrary
AssetBook
Aralia