Cy: Cy is designed for advisors to work more efficiently with clients, provide them with more powerful information, and empower them to make better investment decisions. The platform is web-based and designed to work with you and your clients anywhere, anytime.

ABOUT Cy “Cy is a revolutionary portfolio optimization software that identifies managers who have demonstrated superior risk and return outcomes over bull and bear market cycles.

The foundation of Cy’s process is to help investors identify their loss and return profile and then optimize their portfolio using highly ranked managers identified by Cy’s proprietary selection process that can help them meet their goals.”

WHAT ARE THE INTEGRATION POINTS BETWEEN CY AND REDTAIL CRM? 

This new integration offers advisors the ability to quickly and easily import their clients’ profile information from Redtail CRM into their Cy dashboard.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

Past performance is not indicative of future results. This is not an offer to buy or sell any security. Investments are subject to risk, including the possible loss of principal. The Cy Platform is solely for use by licensed investment advisors, licensed insurance agents or qualified administrators employed by a licensed entity or individual licensed to sell or offer securities or insurance products under applicable law.

Redtail CEO Brian McLaughlin joined Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, to talk about Redtail Speak, using Redtail CRM to improve client experience, and a whole lot more! That episode is available at WealthManagement.com here.