Redtail Technology Announces Partnership and Integration with Advisor Exchange
Gold River, CA (PRWEB) July 1, 2008 -- Redtail Technology, Inc. (www.redtailtechnology.com), a leading provider of web based Client Relationship Management (CRM), Imaging and Email Archiving solutions for the financial services industry, has announced a new partnership and the completion of an integration with Advisor Exchange, LLC (www.advisorexchange.com).
The integration allows automatic client account population from Advisor Exchange to Redtail CRM. Redtail CRM users will now be able to have their client accounts updated on a daily basis, providing advisors with the most up-to-date client portfolio information available and allowing them to run more productive and efficient offices.
Brian McLaughlin, CEO/CTO of Redtail said, "Our users like having client information at their fingertips. They see the CRM as the most efficient hub through which all of their client information should flow. We are proud to partner with Advisor Exchange to give our users the on demand client information they need."
"Redtail understands that in order to provide great wealth management, financial advisors must have on demand access into their client's entire financial profile," said John Luciano, Vice President of Sales and Business Development, Advisor Exchange.
John went on to say, "We are looking forward to working with Redtail and their users to help deliver this holistic view and to offer an account aggregation solution that will help take their practice to the next level of efficiency and productivity."
This integration was made possible by Your Silver Bullet (www.yoursilverbullet.net), a membership organization of over 25 independent technology firms committed to making separate software programs "play well" together; so that financial advisors can spend more of their time managing their client's money and not managing incompatible software. Both Redtail Technology and Advisor Exchange are members of the organization.
About Redtail Technology
Founded in March of 2003, Redtail's clients include independent financial professionals and over 45 independent Broker Dealers. Redtail delivers web based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services.
Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Additionally, the features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies, including Laser App Software, MoneyGuidePro and Advisor Exchange. For additional information on Redtail Technology, visit their website at (www.redtailtechnology.com) or call 1-800-206-5030.
About Advisor Exchange
Advisor Exchange provides a dynamic account aggregation technology designed to give independent financial advisors a comprehensive view of their client's total portfolio, including assets that are held-away. In addition, Advisor Exchange's technology can "push" aggregated client data into virtually any third-party application that an advisor may employ to run their business. This technology gives advisors and their staff more time to spend growing client relationships while dramatically reducing time spent manually collecting and entering financial account information. For additional information on Advisor Exchange, visit their website at (www.advisor-exchange.com) or call 888.623.7189.
About Your Silver Bullet LLC
Launched in February 2007, Your Silver Bullet (www.yoursilverbullet.net) is a membership organization of over 25 independent technology firms whose purpose is to accelerate and facilitate development of interfaces between independent software applications, and to provide an easy way for advisors to find programs that "play well" together.
# # #
Related Articles:
$2.5 Million Dollar Technology Recognized by the Mortgage Industry
24/7 Call Capture, Inc. won the Best Marketing Program Award during the 2007 Mortgage Marketing Review Conference held in Orlando, FL on February 24, 2007
FlamingoSoft Releases Version 3.5 of its SEO Administrator Software, A Brand New Link Exchange Tool is Included
SEO Administrator is a tool that helps to enhance search engine ranking by finding large numbers of relevant, high quality reciprocal links.
LogicaCMG Unveils 'Friends, Family and Beyond' Data Plan Options for Mobile Operators
LogicaCMG Telecoms Products unveiled today a powerful new Advanced Rating capability that makes it easy for operators to quickly and cost-effectively bring new mobile data services to market. Advanced Rating introduces sophisticated new bundling and pricing options to operators' data plans, including a highly scalable version of the popular 'friends and family' billing model. LogicaCMG recently announced the sale of its Telecoms Products business to a consortium of private equity buyers, subject to employee consultation and regulatory approval. Once the transaction closes the Telecoms Products business will trade under the new brand, Acision (www.acision.com).
Security For Your Travel Luggage
It is quite true that the more you understand about what you intend to learn, the more interesting that you will find on those subject. No matter how much the subject is complicated, you can learn and make it practical. Today I will talk about the subject of travel luggage, which is most popular among travelers and I have got massive of questions from those traveler about how to choose good travel luggage. But today I am not going to talk about how to choose the good quality luggage as there is plenty of information about this already. Instead we will talk about hoe to take care of your travel luggage safely during the trip, which I think it would be more useful than those articles.
How To Avoid Computer Repair Rip-Offs
Computers have become an integral part of our life and are all-pervasive as they are used in all walks of life. As long as your system is up and running, you do not face any problem. If and when it does start experiencing problems, you are put to a lot of hardship.
Leading Real Estate Investment Trust Relies on Resolve Technology to Gain Enhanced Data Transparency
Innovative real estate investment solution empowers First Potomac Realty Trust to improve business processes and maximize investments.
Pagemark Ports XPS to Freescale Processor Based on Power Architecture Technology: Pagemark Demonstrates Flexibility of its XPS Solution at
Pagemark Technology, Inc., an industry leading supplier of XPS software solutions for OEM device manufacturers and enterprise solution providers, has ported its XPS solution to Freescale Semiconductor's MPC8544 processor based on Power Architecture(TM) technology. As a result, Pagemark now allows OEM customers to quickly develop XPS-based solutions and services while lowering cost, increasing performance, and significantly reducing time-to-market. Pagemark is demonstrating the flexibility of its XPS solution at the 2008 Lyra Imaging Symposium in Palm Springs.
Simply Continuous Introduces Offsite Data Backup and Recovery Managed Service Based on Data Domain Systems
Savvion, Business Process Management pioneer, protects and recovers their data with new service - Data Protect Vault for Data Domain.
Digital Movers Focuses on Electronic Data Interchange (EDI) Solutions for Freight Carriers and Third Party Logistics Firms
Special Programs and Solutions Designed to Enable Carriers to Accommodate the Request for EDI While Significantly Reducing Costs.
US Army Awards ODIN Technologies Prime Contract for Passive RFID Product Manager Joint-Automatic Identification Technology (PM J-AIT) Awards Passive R
The US Army's Product Manager Joint-Automatic Identification Technology (PM J-AIT) Office today selected ODIN technologies as a prime contractor for its Passive Radio Frequency Identification (pRFID) contract. ODIN technologies, the global leader in complete RFID solutions, software and services along with its partners SRA International, Unisys, KTS Solutions, Intermec, Zebra, Sirit, OAT Systems and IBM will offer complete solutions to the joint services through this $75 million indefinite delivery, indefinite quantity (IDIQ) contract. It is a one-stop contract for all U.S. Department of Defense forces and agencies to purchase passive RFID services, hardware and software.