Financial Advisors can now enjoy a seamless solution between their CRM and Document Management providers.
Orem, UT (PRWEB) April 25, 2012
NetDocuments, a leading cloud content management service provider, announced a new integration today with Redtail Technology’s innovative web-based Client Relationship Management (CRM) solution for Financial Advisors.
“By integrating these best in class cloud applications, thousands of registered investment advisors (RIAs) can now seamlessly connect their CRM with a SEC-compliant document management solution, sharing relevant information across their business,” said Leonard Johnson, vice president, marketing at NetDocuments. “The combination of Redtail and NetDocuments integrated within a single client record will increase an advisor’s efficiency and service to his or her clients.”
With NetDocuments, advisors organize their work in client-centric workspaces with transparent tagging. NetDocuments satisfies SEC and FINRA compliance requirements for digital record-keeping without hassles. Advisors convert their traditional estate planning binders into a digital, shared workspace on the Web where their clients can securely view and access anytime, anywhere. Records retention policies and audit histories are maintained, along with serializing and indexing original and duplicate sets of documents in a highly secured document repository.
“We’re excited to be able to offer this integration with NetDocuments to advisors utilizing their platform,” said Brian McLaughlin, CEO/CTO of Redtail Technology, Inc. “NetDocuments’ Workspaces look great within Redtail CRM and this is really just one more way that advisors can streamline their practices, making their day-to-day operations easier and client information more readily accessible.”
Redtail Technology, Inc. delivers a web-based Client Relationship Management (CRM) solution, called Redtail CRM, that allows Financial Advisors to create and maintain client relationships and focus on growing their business rather than on managing software technology. Redtail CRM is offered by Redtail Technology, Inc. as a subscription service, so its deployment is rapid and features are flexible to meet specific needs.
Customers who subscribe to both Redtail and NetDocuments can now view their client Workspaces, which is where their documents are organized, indexed and stored from NetDocuments, within that contact’s record in Redtail. For further information, go to Redtail’s help desk at redtail.zendesk.com/entries/21258062-netdocuments.
NetDocuments is a leading, cloud-computing content management and collaboration service. Organizations of all sizes can save tens to hundreds of thousands of dollars by eliminating the hardware, system and client software, and ongoing administration of a legacy client-server technology model. With the NetDocuments patented service simply “turned on,” business professionals can immediately begin storing, managing and sharing documents throughout the world and on any Internet-connected service device. For more information about the company and management, go to www.netdocuments.com. Follow NetDocuments on Twitter at @netdocuments.
About Redtail Technology
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency. Visit www.redtailtechnology.com for more information.
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