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An Intimate Conversation With Riskalyze And Redtail CEOs

Category: Integrations
Brian and Aaron

We hope you’ll enjoy this intimate conversation between Aaron Klein, Riskalyze’s CEO, and Brian McLaughlin, Redtail’s CEO, about founding and building their firms, the future of fintech, and the many antics their friendship has endured over the years.

Get to know Aaron and Brian as they talk about the future of financial advice, the SEC’s Regulation Best Interest rule, and where they are investing for the future at each firm. Also, learn about the incredibly popular Riskalyze and Redtail integration and see a video demo highlighting the magic of the risk alignment and CRM workflow.

Aaron and Brian:

Integration Demo:

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.