Redtail is not your typical off-the-shelf CRM solution, rather one designed from
the ground up to meet the challenging needs of financial advisors. Unlike traditional
CRM solutions, Redtail CRM is easy-to-use, quick-to-deploy, and delivers a rapid
return on investment. Sign up for Redtail CRM.
Key Features
Access Anywhere, Anytime
Because Redtail CRM is web-based, advisors are not tied to any one computer. Many
traditional CRM solutions limit advisors’ use to the computer where the software
is installed. Redtail CRM can be used on any computer from any location with an
internet connection.
Multi-User Calendaring
The integrated web-based calendaring system allows each user to have a personal
calendar or to share a calendar with other database users. Calendar events can be
seamlessly linked to client records to help maintain a complete client history.
Family Householding
Store individuals as separate records, link family members together, gain consolidated
family accounts, produce reports, and more.
"Know Your Client" Profiling
Track personal client profile information in one place, including allocation, model
preferences, risk tolerance, estimated net worth, banking, and health detail.
Reminders
Automated reminders alert advisors to client birthdays, anniversaries, account renewals,
client reviews, and more.
Reports
A wide array of client and account reports are available, as well as a variety of
data exports.
Categorize and Tag Client Records
Find and update information on report generations and marketing campaigns. Create
static tag groups or make dynamic quick lists from any search query.
Document Management
Upload and store electronic versions of documents; categorize and link them to client
records and accounts.
Opportunity Tracking
Track potential business opportunities from discovery through completion; track
each stage as the opportunity progresses and record all events and history against
client records.