Redtail Technology and Morningstar Work Together to Simplify Advisor Practice through Redtail’s Enhanced CRM User Interface

New Redtail CRM User Interface Incorporates Morningstar’s Proprietary Research and Analytics GOLD RIVER, Calif. and CHICAGO, Sept. 8, 2014 — Redtail Technology, a leading provider of client relationship management (CRM) software, and Morningstar, Inc. (MORN), a leading provider of independent investment research, are working together to simplify an advisor’s practice by providing seamless access to Morningstar’s proprietary research and analytics directly within a new Redtail user interface that will launch in the fourth quarter. “Throughout the development process, we’ve looked carefully at feature requests and suggestions from our users that have gathered the most support,” Brian McLaughlin, CEO of Redtail Technology, said. “We’re implementing hundreds of those ideas in this release, while also improving overall performance, design, and ease of use.” “Our goal is to provide advisors with a more integrated, holistic workflow,” Tricia Rothschild, head of global advisor solutions for Morningstar, said. “As advisors increasingly use Redtail, we’re pleased to offer easier access to investment and portfolio-level information where and when they need it.” In addition to integrated Morningstar reports, analytics, and data, the new Redtail CRM user interface offers enhancements to key features: improved Calendar functionality, both at the contact and database user level; more precise and user-friendly Advanced Search; note formatting and commenting capabilities; a new Automations engine that helps users manage daily activities and processes more efficiently; and a new Projects feature with a revamped, advanced workflow management system. Redtail CRM subscribers who upgrade to the new version will be able to conduct critical research and stay abreast of timely market information from Morningstar. Without leaving the Redtail platform, subscribers may view: the Morningstar® Report,...