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 [...]
Redtail CRM, Imaging, Email and Mobile
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 [...]
In order to establish this account aggregation feed from Portfolio Pathway, you can contact Portfolio Pathway to obtain your unique ID. After obtaining, just contact Redtail support with this unique ID and we can get this set up on our end for you.
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.
If you are a user of Redtail CRM’s mobile application, we are currently troubleshooting an issue which prevents some Android users from logging in to the app. We will provide notification here, via Facebook and via Twitter as soon as this issue has been resolved.
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
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 [...]
We’re rolling this out now! Details are here.
Andrew Gluck, CEO of Advisor Products Inc., has a preview of what this integration means for Redtail subscribers here.
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 [...]