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
Integration


IPS GENERATION SOFTWARE
INTEGRATIONS
Integration

FORMS FILLING SOFTWARE
INTEGRATIONS
Integration

OTHER ADVISOR SERVICES
INTEGRATIONS
Integration