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,...

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...