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
| PORTFOLIO MANAGEMENT, REPORTING, AND BACK OFFICE |
INTEGRATIONS |
| FINANCIAL PLANNING | INTEGRATIONS |
| FORMS FILLING SOFTWARE | INTEGRATIONS |
| ACCOUNT AGGREGATION | INTEGRATIONS |