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Redtail CRM, Imaging, Email and Mobile

Scottrade® Advisor Services Offers Highly-Rated CRM and Imaging to Advisors

Redtail Technology CRM and Imaging services to be integrated into platform ST. LOUIS, April 29, 2013 – Scottrade® Advisor Services, a provider of custodial and institutional trading services for registered investment advisors (RIAs), now offers top-rated customer relationship management (CRM) and imaging services tools at a discounted rate. “We frequently ask advisors what technology, services and solutions [...]

Pershing Integrates Redtail Technology to Simplify Client Onboarding for Advisors

Pershing is first custodian to synchronize CRM system with account opening process JERSEY CITY, N.J., April 18, 2013- Pershing LLC, a BNY Mellon company, today announced a significant innovation in its industry-leading NetX360 platform through its relationship with Redtail Technology, a provider of web-based Client Relationship Management (CRM) solutions. Pershing’s integration of Redtail’s solution into [...]

Redtail now offers integration with Blueleaf

Blueleaf provides comprehensive data, including custodial, held-away and offline/manual assets via direct custodian integrations and included account aggregation. All this client data is delivered through a single connection to Blueleaf’s industry leading data API, dramatically simplifying your data management. You can see this post for details on setting up the Blueleaf integration with Redtail.

"All Things Mail Merge" webinar tomorrow

Learn how to build custom letters, labels and/or envelopes that can pull contact information directly from Redtail CRM, thus creating a customized experience for your contacts and clients. Thursday, February 14, 2013 11:00 AM – 12:00 PM PST: All Things Mail Merge! Registration Web Link: https://www1.gotomeeting.com/register/396320225 Webinar ID: 396-320-225

Upcoming webinar on enhancements to the PreciseFP / Redtail CRM integration

On Wednesday, February 13, from 9 am – 10 am PST, please join PreciseFP for a webinar focusing on the integration between PreciseFP and Redtail CRM.  There have been a lot of enhancements to this integration recently and these will be highlighted in the webinar.  Enhancements include: Bi-directional data exchange. Now advisors can refresh their [...]

Join us for “Making Life Easier with Redtail and Veo Open Access”

With Redtail and TD Ameritrade Institutional’s Veo® integration, everything is centrally located, streamlining the financial professional’s office for greater efficiencies. Integration features that can help you work smarter include: Access Veo® alerts and TD Ameritrade Institutional communications in your Redtail CRM Account feeds from Veo® allowing quick and easy access within Redtail CRM Single Sign-On [...]