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Press Releases

Redtail Technology > Press Releases

SEI’s ProcessWise Program Introduces New Workflows Designed To Maximize Advisor Efficiency And Productivity

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into Morningstar OfficeSM, its portfolio and practice management system for financial advisors.

June 15, 2015
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