The integration combines FinFolio’s investment management, trading, billing and client portals with Redtail’s CRM functionality.
DENVER, CO, June 20, 2022 /24-7PressRelease/ — FinFolio, a leading solution for investment management and trading software, today announced a partnership with Redtail, the market-leading CRM solution for financial advisors. The integration allows investment and wealth managers to synchronize data across systems, streamlining workflows and operations.
The integration synchronizes clients, notes, tasks, investment accounts and position values. Users can control which items are synced, the directionality of the sync (e.g. one vs two-way) and how often the sync happens. FinFolio consolidates data from 20+ custodians on a daily basis and this information will be pushed to Redtail allowing users to view accounts and positions in the CRM.
“Redtail is committed to integrating with all leading investment management platforms to expand opportunities and services users can access,” said Brian McLaughlin, President of CRM at Orion Advisor Solutions. “We are glad to add FinFolio to our list of integrations and bring their modern investment management software to our network of advisors.”
FinFolio makes back office software for professional wealth managers. The software does performance reporting, dashboards, billing, trade order management, rebalancing, composites, client portals, and has a comprehensive REST API for extensibility. FinFolio clients include investment advisers, financial planners and other wealth managers.
“I am delighted to integrate with Redtail,” said Matt Abar, CEO of FinFolio. “They have an extensive API that allowed us to deeply integrate our two systems. Not only does it sync contacts, addresses and phone numbers, the integration also pushes account and position information to Redtail and synchronizes notes and tasks. I look forward to working with Redtail and would like to thank their team for the assistance.”
ABOUT REDTAIL TECHNOLOGY
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. In June 2022, Redtail was acquired by Orion Advisor Solutions. While Redtail continues to operate as a stand-alone business, it is now a brand entity of Orion Advisor Solutions. For more information, visit https://corporate.redtailtechnology.com.
FinFolio makes wealth management simpler! FinFolio makes an investment management software platform for financial professionals. The company has embraced an expanded definition of portfolio management which includes trading, rebalancing, billing, reporting, client portal, a REST API, and other elements of a financial adviser’s back office. FinFolio’s clients include investment advisers, financial planners and other wealth managers. For more information visit http://www.finfolio.com.
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