Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4

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
View the Post