Advisor Applications

Redtail CRM: Latest Version Of Popular CRM For Advisors Fixes Many Useability Problems

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With 43,000 users in 9,000 offices, Redtail Technology is one of the most widely used CRMs targeted to financial advisors. It’s latest update includes a long list of improvements that make the product more user-friendly. “We’ve drastically overhauled the system in a great way, to make it more flexible and friendly,” says Brian McLaughlin, CEO at Redtail, “and that also allow us, as a software company, to develop new tools faster and make more integraions than ever before.”

Suggestion Engine For Financial Advisors Finds Opportunities To Sell Clients Products, But Can It Be Harnessed By Fee-Only RIAs?

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RightBridge is a suggestion engine for financial advisors. It provides sales intelligence on your clients.

I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions

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In 1974, rock critic Jon Landau, writing in Rolling Stone, said: "I've seen the future of rock 'n roll and its name is Bruce Springsteen." Well, I’ve seen the future of professional wealth management software and its name is inStream Solutions. If Advisors4Advisors gave an award to the most innovative advisor application of the year, inStream would get it. In fact, inStream would win the Advisors4Advisors award as the most innovative professional wealth management software of the past decade.

Is Open Architecture Really The Answer To Fiduciary Questions?

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Citi Investor Services is positioning its open architecture investment platform as a cure for fiduciary headaches. Maybe. But the real benefits may lie elsewhere.

Remote Offices Seen Driving Advisor Networks' Social Media Needs, And There's A Productivity Twist

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Advisory firms with multiple physical locations are pointing to their need to standardize as a reason to adopt third-party social networking technology. There may be unexpected benefits to think about here.