Redtail Technology Announces Dynamic Financial Technology Integration; Adds Zapier to CRM Platform

GOLD RIVER, CA   Zapier redefines integrations by allowing unprecedented level of dialogue between financial technologies within advisory businesses The new feature removes financial advisors’ dependency on direct integrations between providers  Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Zapier. Zapier represents the leading edge of technology with regard to integrations, offering the single most advanced level of platform to platform dialogue available, bar none. Less than five years ago, the most in-depth integration would be a Single Sign On, or at best, a manual sending of information from one tool to another. Now, not only do advisors have the ability to seamlessly send valuable information between numerous tools, but they can also integrate tools directly within the CRM, regardless of whether they are “officially” integrated with one another, or with Redtail. “Those who know financial technology have known for some time that an advisory firm’s CRM is the foundation upon which their technology engine runs,” says Brian McLaughlin, CEO of Redtail. “Our integration with Zapier epitomizes this core truth. We are very pleased to offer our advisor partners cutting edge technological innovation on an ongoing basis and this partnership illustrates our commitment to that approach.” The integration between Redtail and Zapier removes the necessity for Redtail to directly integrate with a wide variety of technology platforms requested by users. Traditionally, integration is achieved when the right technicians from each company forge a common language that enables them to build a bridge between the two platforms. With Zapier, those bridges are already built, and users can now...

Morningstar And Redtail Technology Announce Expanded Agreement, Adding Redtail’s Robust CRM Functionality To Morningstar Office For Financial Advisors

CHICAGO, April 20, 2016 —Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into Morningstar OfficeSM, its portfolio and practice management system for financial advisors. The CRM integration expands Morningstar’s relationship with Redtail, a leading provider of CRM solutions for financial professionals. In 2014, the companies worked together to provide seamless access to Morningstar’s proprietary research and analytics within the Redtail CRM user interface. Now, advisors can transfer data between firms to reduce redundant entry and provide up-to-date client and account data within the Redtail CRM interface. Redtail will become an integral part of Morningstar Office, along with account aggregation, back-office services, and rebalancing capabilities. Jeff Schwantz, Morningstar’s head of advisor and wealth management solutions, North America, said, “Incorporating Redtail CRM as a core functionality in Morningstar Office is another example of our focus on helping advisors demonstrate value to their clients, by embracing an open technology ecosystem to improve the daily management of their practices. We want to deliver an experience for advisors that best meets the needs of the investors they serve.” In addition to account aggregation, back-office services, and rebalancing capabilities, Morningstar Office includes portfolio management and performance reporting, advanced research functionality, sophisticated investment planning, and secure client communication. Redtail CRM solutions include automated workflows, an intuitive user interface, and paperless office and email archiving. “Redtail and Morningstar share a commitment to investing in innovations that keep financial advisors ahead of fluctuating investor demands,” Brian McLaughlin, CEO of Redtail Technology, said. “The latest evolution of Morningstar Office illustrates Morningstar’s continued commitment to delivering valuable...