Integration between the eMoney 360 & 360Pro and Redtail CRM products helps advisors move to a fully integrated desktop CONSHOHOCKEN, Pa. and GOLD RIVER, Calif., Nov. 11
CONSHOHOCKEN, Pa. and GOLD RIVER, Calif., Nov. 11 /PRNewswire/ -- eMoney
Advisor, a leading provider of advanced wealth and goal planning solutions for
financial advisors and, Redtail, a leading provider of web-based client
relationship management (CRM) for financial advisors, today announced an
integration between the companies' respective web-based solutions: eMoney 360
& 360 Pro and Redtail CRM. The new integration provides single-sign-on,
synchronization of client data, as well as access and up-load capability for
eMoney's popular document Vault feature. Redtail CRM is the first popular
advisory tool to participate in the new eMoney Everywhere program.
"eMoney is focused on providing solutions and it is well known that
Advisors need increased data integration among their advisory tools. The
integration of eMoney 360 and eMoney 360Pro with Redtail CRM is going to
significantly reduce redundancies in data management for Advisors," said
Edmond Walters, eMoney Advisor's Founder and CEO. "We're excited to be
offering Redtail CRM as the first integrated solution in the eMoney Everywhere
program."
The eMoney Everywhere program integrates CRM, wireless, office and popular
advisor tools with eMoney's award winning application to create the ultimate
advisor desktop. With this program advisors will be able to assimilate data
between multiple software platforms and devices. eMoney Everywhere leverages
web services, common architectures, and industry standard file formats. The
flexibility and timesaving aspect of this program provides advisors with a
full financial desktop translating into better workflow and the delivery of
enhanced client service.
Brian McLaughlin, CEO, Redtail said, "This is one of the more advanced
product integrations we have done. We are very confident that Redtail and
eMoney users will benefit from the huge efficiencies this integration has
created."
About Redtail
Founded in March of 2003, Redtail's clients include independent financial
professionals and over 40 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.
For additional information, please visit their website at
http://www.redtailtechnology.com or call 800.206.5030
About eMoney Advisor:
eMoney Advisor, based in Conshohocken, Pennsylvania provides a suite of
award-winning, web-based wealth-planning tools that offer an aggregated,
comprehensive view of a client's financial portfolio, as well as features and
functions that enable more complete planning and better servicing of a
client's needs. eMoney's suite of tools are used by leading financial services
firms around the country, including such well-known names as AIG Advisor
Group, Asset Mark Investment Services, Commerce Bank, First Trust Bank, The
Guardian Life Insurance Company of America, LPL Financial, MassMutual
Financial Group, MetLife, Mercantile Bank, New York Life, National Life Group,
Northern Trust, Principal Financial and Securian Financial Services, among
others.
For more information, please visit their website at
http://www.emoneyadvisor.com or call 888.362.8482
SOURCE eMoney Advisor
