LOS ANGELES, July 19, 2017 (GLOBE NEWSWIRE) -- AdvisoryWorld, a leading software provider for financial advisors, today announced its newest integrations with Redtail Technology, a leading provider of Client Relationship Management (CRM) solutions for financial services firms. AdvisoryWorld’s Acquire, a lead generation tool that turns financial advisor website visitors into prospective leads, and its Advisor Proposal Generator are now fully integrated with Redtail’s CRM. New prospective Investor information collected via Acquire will automatically create a new contact in Redtail’s CRM, while existing Redtail contacts can be used to start the proposal process and will be updated with new activities documenting risk profile questionnaire responses, generated proposal documents and more.
“We are excited to announce our newest integrations with Redtail Technology,” said Michael Wilson, President & COO of AdvisoryWorld. “We have worked closely with Redtail for many years and have enjoyed our shared commitment to innovation for the financial advisory community. With the new seamless flow of data between Redtail and our lead generation and proposal tool, financial advisors will benefit from even more efficiency across their practices.”
Acquire and Advisor Proposal Generator are joining AdvisoryWorld’s current Redtail integrations whereby users can import data into SCANalytics and run Reports on Demand – fact sheet reports for any account or position directly through Redtail CRM. AdvisoryWorld's established technology suite supports advisors' practices from prospect to new client and beyond. In addition to providing advisors with white labeled client experiences, reports and proposals, AdvisoryWorld technology enables RIAs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.
“Redtail is committed to bringing next generation technology to advisors, and our latest integration with AdvisoryWorld furthers this mission,” said Redtail Technology CEO Brian McLaughlin. “Our continued partnership with AdvisoryWorld provides advisors with a streamlined, more efficient way to grow their business.”
To register for the AdvisoryWorld and Redtail Technology Webinar on Thursday, July 20, at 4:00 pm ET, please click here. For more information on AdvisoryWorld’s newest Redtail Technology integrations, please visit http://advisoryworld.com/financial-services-network/financial-technology-partners/.
About AdvisoryWorld
AdvisoryWorld is the leading provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide. For more information, please visit www.advisoryworld.com.
About Redtail Technology
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects -- it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while simultaneously improving operational efficiency. Visit www.redtailtechnology.com for more information.