LPL Financial Announces Expansion of CRM Offering for Advisors at focus14 Annual Conference Through New Relationship With Redtail Technology

Customer relationship management platform is designed to expand and enhance the firm’s core technology offerings. San Diego, CA (PRWEB) August 12, 2014 LPL Financial LLC, the nation’s largest independent broker-dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc., today announced a new relationship with Redtail Technology, Inc. (Redtail). “At LPL Financial, the solutions we deliver can each be traced directly back to the needs of our advisors and institutions. We have heard from them that a robust customer relationship management (CRM) solution is critical in order to keep pace with demand and deepen client relationships. We believe we have answered this call by establishing a relationship with Redtail,” said Victor Fetter, chief information officer at LPL Financial. “Through this relationship, we plan to offer advisors choice, improved economics and an expanded vision of the role that CRM can play relative to our advisors’ practice growth.” Since 2003, Redtail has provided advisors with working solutions that address many of the day-to-day challenges of client management through their flagship product, Redtail CRM. Cloud-based since the product’s inception, the Redtail CRM product has always provided advisors with functionality that offers anywhere, anytime access to their client data, which gives advisors the flexibility to work where and how they want. Designed with powerful workflow process capabilities, multi-user calendaring, a toolbox full of categorization and segmentation tools, strong reporting capabilities and numerous other features to encourage office efficiencies, the Redtail CRM product enables advisors to spend more of their time concentrating on growing and improving client relationships. “With nearly 1,000 LPL Financial advisors already utilizing the Redtail CRM product...