DENVER, CO, June 20, 2022 /24-7PressRelease/ (original press release here) — FinFolio, a leading solution for investment management and trading software, today announced a partnership with Redtail, the market-leading CRM solution for financial advisors. The integration allows investment and wealth managers to synchronize data across systems, streamlining workflows and operations.

The integration synchronizes clients, notes, tasks, investment accounts and position values. Users can control which items are synced, the directionality of the sync (e.g. one vs two-way) and how often the sync happens. FinFolio consolidates data from 20+ custodians on a daily basis and this information will be pushed to Redtail allowing users to view accounts and positions in the CRM.

“Redtail is committed to integrating with all leading investment management platforms to expand opportunities and services users can access,” said Brian McLaughlin, President of CRM at Orion Advisor Solutions. “We are glad to add FinFolio to our list of integrations and bring their modern investment management software to our network of advisors.”

FinFolio makes back office software for professional wealth managers. The software does performance reporting, dashboards, billing, trade order management, rebalancing, composites, client portals, and has a comprehensive REST API for extensibility. FinFolio clients include investment advisers, financial planners and other wealth managers.

“I am delighted to integrate with Redtail,” said Matt Abar, CEO of FinFolio. “They have an extensive API that allowed us to deeply integrate our two systems. Not only does it sync contacts, addresses and phone numbers, the integration also pushes account and position information to Redtail and synchronizes notes and tasks. I look forward to working with Redtail and would like to thank their team for the assistance.”

ABOUT REDTAIL TECHNOLOGY

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. In June 2022, Redtail was acquired by Orion Advisor Solutions. While Redtail continues to operate as a stand-alone business, it is now a brand entity of Orion Advisor Solutions. For more information, visit https://corporate.redtailtechnology.com.

ABOUT FINFOLIO

FinFolio makes wealth management simpler! FinFolio makes an investment management software platform for financial professionals. The company has embraced an expanded definition of portfolio management which includes trading, rebalancing, billing, reporting, client portal, a REST API, and other elements of a financial adviser’s back office. FinFolio’s clients include investment advisers, financial planners and other wealth managers. For more information visit http://www.finfolio.com.

Contacts

BOSTON, April 19, 2022 /BUSINESS WIRE/ (original press release here) — It has never been more important for financial advisors to find new business and connect with people who need a financial advisor’s help. Catchlight Insights LLC’s new AI-powered growth optimization technology helps advisors quickly uncover their best leads. Catchlight’s newly-announced integration with Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, makes it easy for advisors to understand and prioritize their roster of potential clients.

Created in Fidelity Labs, the software incubator for Fidelity Investments, Catchlight uses institutional data partners and analysis of 100,000+ successful conversions to find the leads who are most likely to need an advisor’s guidance. Catchlight’s analytics let advisors combine information with action. The data engine can also suggest pitches based on turnkey segments, life events, and interests.

Catchlight is available for advisors on an early access basis, with a full launch coming on May 2. Advisors attending the 2022 T3 Advisor Conference, May 2-4 in Dallas, Texas, can experience a first-hand demonstration of Catchlight’s capabilities by visiting Booth 811 in the Exhibit Hall. Advisors can also contact Catchlight to set up one-on-one virtual demos.

Catchlight’s integration with Redtail is designed to seamlessly import an advisor’s leads into Catchlight, saving valuable time, eliminating manual data entry and enabling advisors to quickly interact with the enriched data. Early access users like Tim Gardner of Chatham Retirement Partners have already taken advantage of the integration to invigorate their pipeline of new business.

“As an independent advisor and solo practitioner, marketing dollars and time are precious commodities,” Gardner said. “Catchlight and its Redtail integration help me continually evaluate my list of leads and zero in on the people who fit our target profile. In a matter of seconds, I was able to pull from the data within my CRM and get started with powerful intelligence from Catchlight.”

As Catchlight prepares to launch later this quarter, its developers are building integrations with leading wealthtech providers and platforms. In the future, Catchlight’s connection with Redtail will allow it to export data analysis from Catchlight directly into Redtail’s CRM.

“We chose Redtail as our first integration partner due to their strong adoption in the advisor community, as well as by popular request from our joint users,” said Yelena Melamed, co-founder and head of product at Catchlight. “Redtail understands the success that is possible for advisors and their clients when useful data is at their fingertips.”

“CRM holds and provides the golden source of truth to advisors via their client data,” said Brian McLaughlin, Redtail Technology’s Chief Executive Officer. “Catchlight’s data engine could allow for greater prospecting for advisors and I’m excited to see an analytic, data-driven approach become an essential part of every advisor’s business. I look forward to building on our collaboration with Catchlight in the future.”

About Catchlight

Founded in 2020, Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor’s best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them. For more information, visit www.catchlight.ai or email at sales@catchlight.ai. © 2022 Catchlight Insights LLC. All rights reserved.

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.

Contacts

Mark Grandstaff
Gregory FCA for Catchlight Insights LLC.
catchlight@gregoryfca.com
610.228.2142

Jimmy Moock
StreetCred for Redtail Technology
redtail@streetcredpr.com
610-304-4570

OMAHA, Neb., & SACRAMENTO, Calif., April 19, 2022 /BUSINESS WIRE/ (original press release here) — Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced today a definitive agreement to acquire Redtail Technology, a leading web-based client relationship management (CRM) software firm serving the wealth management industry. Together, the two firms are poised to transform the way advisors scale their businesses through technology and outsourced solutions, enabling them to focus on client service and maintain their competitive edge.

“This acquisition presents a game-changing opportunity for growth-focused independent advisors, as it will make our robust tech stack ecosystem even more valuable. Redtail has long been a valued technology integration partner to Orion, and we share a core value of being committed to serving independent advisors,” said Eric Clarke, founder and CEO of Orion. “The addition of Redtail to Orion will further enhance our user experience. By embedding Redtail’s highly regarded, next-generation CRM software with our portfolio accounting and advisor technology, we will connect the advisor-client journey with a highly integrated, most-in-one technology suite.”

The addition of Redtail’s industry-leading CRM technology to Orion’s open architecture platform can serve as the foundation for advisors’ tech stacks, connecting the advisor-client journey via an end-to-end seamlessly integrated platform built around a CRM hub.

“We created Redtail nearly two decades ago to enable independent advisors to provide differentiated client experiences and better manage their client base through systematized and, therefore, repeatable processes. Our aim has always been to free advisors up to spend more time engaging with their clients and prospects in meaningful ways. Now, the opportunity to join Orion will greatly benefit both companies’ client bases via a seamlessly connected, end-to-end technology experience that solves some of their tech integration challenges,” said Brian McLaughlin, co-founder and CEO of Redtail. “We’ve worked side-by-side as integration partners for many years; this is a natural progression for us to come together to benefit RIAs who seek an integrated suite of technology to grow their businesses.”

Post-close, Redtail co-founder and CEO Brian McLaughlin will become Orion’s President of CRM reporting to Orion CEO Eric Clarke. At that time, McLaughlin will join both Orion’s executive team and its Board of Directors. In addition to McLaughlin, Redtail’s executive leadership team and employees will continue working out of their existing locations as part of Redtail, which will become a brand entity of Orion.

The transaction is expected to close in the second quarter of 2022 following the completion of customary closing conditions, including regulatory clearances. After the deal is complete, the combined technology platform experience is expected to come to market quickly as APIs and deep integrations are already in place. As open architecture platforms, Orion and Redtail will continue to support their existing technology integrations for clients.

To learn more, visit the Resource Center at https://orion.com/redtail/. Additional transaction details will not be disclosed.

About Orion Advisor Solutions

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, HiddenLevers, and BasisCode create a complete offering that empowers firms to attract new clients seamlessly; connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. As a result, Orion supports more than 2,300 independent advisory firms with $1.9 trillion in assets under administration and $60 billion of wealth management platform assets (as of March 31, 2022), making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.

Contacts

Michele Steinmetz
Director of Communications, Orion
215.817.5610
michele.steinmetz@orion.com

Candice Hudson
FleishmanHillard, on Orion’s behalf
580.564.5995
Candice.hudson@fleishman.com

SACRAMENTO, Calif, March 29, 2022 /BUSINESS WIRE/ (original press release here) — For its fourth annual fintech industry survey, Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms, partnered with Brigham Young University – Idaho; the results showed that financial professionals recommend that aspiring advisors sit for the CFP® exam while still in school and prioritize development of strong interpersonal skills.

Of the 4,257 survey respondents, 93 percent were in financial services and seven percent were college students aspiring to get into the field. The population of respondents already working in the financial industry were comprised of 40 percent independent advisors at a broker-dealer, 29 percent registered investment advisors (RIAs) and 28 percent in client services.

“We changed things up this year by partnering with a university and broadening the scope of the survey to address more of the issues we know are at the top of our users’ minds,” said Brian McLaughlin, CEO of Redtail. “First of all, I want to thank our partners at BYU-Idaho for all of the hard work they put into analyzing this data and for being so excited to participate in this project with us. And I hope that we as an industry will dive into this body of information and see how we can better serve both current and future financial professionals.”

Key findings from the survey include:

• Seventy-one percent of the financial professionals thought students should put a priority on passing the CFP® exam before graduation.
• Students were more focused on obtaining licenses prior to graduation; with Series 7 being the top priority license for 32 percent of students; Series 65 for 28 percent of students; and Series 66 for 23 percent of students. Taking the CFP® exam ranked fourth in importance in terms of licenses and/or certification exams according to the students surveyed, with only 17 percent of them anticipating pursuing that certification prior to graduation.
• Regarding barriers to enter financial services, the highest hurdle was monetary with nearly half (46.5 percent) listing that as an issue, followed by licensing at 38.1 percent, certification at 20.6 percent and finding a broker-dealer sponsor at 10.4 percent. Of note, students believe their biggest hurdle for entering the career is obtaining credentials, while survey results support professionals counseling students to better understand the financial expectations to enter the profession ahead of credentials.

The top four skills, in descending order of importance, that financial professionals wanted to see in their future hires included: strong interpersonal skills; technical knowledge of financial planning; prospecting and marketing skills; and fintech knowledge. It should be noted that of these four, interpersonal skills were markedly higher, with 91 percent of the professionals surveyed voting for it.

“When I saw this data point in particular, I saw it as an opportunity for those of us in academia to push the envelope a little further to help prepare our current and future students,” said B. Taft Dorman, PhD, AFC, an adjunct professor in the finance department at BYU-Idaho who participated in analyzing the survey data along with his students. “There are classes that help the next generation of financial planners to learn about the importance of communication, but we have an opportunity to raise the bar by helping students practice interpersonal communication skills more in the classroom, especially on sensitive subjects such as personal finance, as this skillset is clearly expected by professionals who are hiring our students.”

Additional topics that were covered in the survey included: where advisors were currently working and hoped to be practicing in the future; communication platform preferences; generations they are currently marketing to and aim to reach down the line; and what can be done to increase diversity in financial services, among others.

To see the survey results, click here.

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.

Contacts

StreetCred PR

Allie Zendrian
Allie@streetcredpr.com
516-581-7202

Jason Lahita
Jason@streetcredpr.com
973-460-7837

SACRAMENTO, Calif, January 11, 2022 /BUSINESS WIRE/ (original press release here) — Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms, has upgraded Redtail Speak — a compliance-approved, real-time communication platform for financial advisors — with enhancements focused on improving collaborative processes and accessibility, both for those who use Redtail CRM as well as for those who don’t.

Contacts

StreetCred PR

Allie Zendrian
Allie@streetcredpr.com
516-581-7202

Jason Lahita
Jason@streetcredpr.com
973-460-7837

CHICAGO, December 09, 2021 /BUSINESS WIRE/ (original press release here) — YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Orion Advisor Technology, Redtail and SS&C Black Diamond® Wealth Platform. Partnering with these three industry leaders helps wealth professionals enable smarter investment decisions and better client communications.

“To better serve our customers by helping them streamline their daily workflows, it is important for YCharts to assemble impactful integrations with leaders within complementary elements of the wealth advisor tech stack. I’m thrilled to have partnered with Orion, Redtail and Black Diamond,” said Sean Brown, President and CEO at YCharts. “Integrations with these three industry titans allow wealth professionals to devote more time to serving their clients, and less to ‘swivel chairing’ across their toolstack.” Sean added, “Each integration is a cause for celebration and YCharts is excited for future integrations with industry leaders.”

“Whenever we can empower Redtail users by putting more of the information they need to perform their jobs effectively directly in front of them, we jump on those opportunities; that’s exactly what this partnership with YCharts allows us to do,” said Brian McLaughlin, Redtail’s Chief Executive Officer. “Additionally, Redtail places great emphasis on advisor education, and being able to partner with firms like YCharts that want to democratize access to investment research aligns well with our mission.”

“We constantly look to leverage the best technology solutions to keep the Black Diamond Wealth Platform on the leading edge of innovation, and we are pleased to add YCharts to our integration network,” said Steve Leivent, Co-General Manager, SS&C Advent. “Working together, our solutions can help advisors run their practice more efficiently and deliver a better client experience.”

Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.

“YCharts has distinguished itself by providing insightful and easy-to-use tools to help guide advisors’ research and conversations. They can now proudly add ‘easy-to-integrate’ to that winning formula. Within seconds, Orion data can be connected and synced into the YCharts platform,” said Jeff Kliewer, Senior Product Manager at Orion Advisor Technology.

About YCharts

YCharts is an investment research platform that enables smarter investments and better client communications. Built for wealth management professionals, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund and ETF research, portfolio construction, idea generation, and market monitoring. For more information, visit www.ycharts.com.
Contacts
Kara Hughes
YCharts
kara@ycharts.com

HERNDON, Va., Nov. 16, 2021 /BUSINESS WIRE/ (original press release here) — Skience, a leading financial services solution and consulting provider, today announced an array of new enhancements to its platform including a Securities and Exchange Commission (SEC) 17a-4 compliant repository to store documents, an upcoming integration with renowned financial services client relationship management (CRM) firm Redtail Technology, and enhanced client-advisor collaboration within its Advisor Transitions feature. This is being done as Skience marks its 20th year in business delivering digital transformation to the wealth management industry.

“Ever since our inception almost exactly 20 years ago, we have been steadily innovating and finding solutions for our clients’ operational issues,” said Skience Chief Executive Officer Sanjeev Kumar. “These new and enhanced services provide an additional dimension to our products as we continue to deliver on our goal of offering the best-in-class, end-to-end digital transformation solution for RIAs and enterprises within the wealth management industry.”

Skience’s solution to keeping firms SEC 17a-4 compliant is the Skience Safe™, which stores documents originated either inside or outside of Skience. Firms can determine the length of time a document is stored and can leverage events-based retention. Private folders for mutable documents are also available and documents are automatically uploaded and indexed from DocuSign and Envestnet.

Skience’s enhancements to the popular Advisor Transitions feature include facilitating greater collaboration between advisors and their clients. Through a secure client site, advisors can easily collaborate with clients to collect missing information required to open financial accounts at their new firm. Skience has taken the transition process and fully digitized it, allowing for faster acquisition of assets by the receiving firm, greater collaboration with clients, and reduction in processing errors.

Shortly Redtail will be the latest CRM integration for Skience and users can then pass contact and family information from Redtail to Skience to better facilitate the client digital onboarding experience.

“Offering Redtail subscribers new ways to streamline common processes critical to the ongoing success of their practice is always top-of-mind for us,” said Brian McLaughlin, Redtail’s Chief Executive Officer. “We’re excited about the efficiencies this new integration with Skience will make available to our mutual subscribers, simplifying and further modernizing the onboarding experience for advisors and their clients alike.”

To learn more about Skience’s latest features, go to https://go.skience.com/skience-14-0/.

About Skience

Skience delivers innovative digital strategies and solutions that transform businesses. Skience offers consulting services and an award-winning integrated platform that provides wealth management firms and RIAs an efficient way to unify their technology, increase back-office and advisor productivity, and set the stage for a great client experience. The Skience platform features a streamlined, end-to-end client onboarding and new account opening experience, deep integrations with leading custodial and clearing firms, compliance features, and daily data consolidation. Skience received a 2020 Technology Provider award from WealthManagement.com, a 2020 American Business Awards® Silver Stevie® award for fintech solutions, and was a Northern Virginia Technology Council Tech 100 honoree in 2019 and 2020.

Visit Skience.com to learn more.

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications, and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.

 

Contacts
StreetCred PR

Allie Zendrian
516-581-7202
allie@streetcredpr.com

Jason Lahita
973-460-7837
Jason@streetcredpr.com

PALO ALTO, Calif., Sept. 29, 2021 /PRNewswire/ (original press release here) — Ladder, the company offering flexible life insurance in minutes, today announced an integration with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial services firms. The news was shared from Riskalyze’s annual Fearless Investing Summit in Palm Springs, CA.

The new integration will bring a suite of proprietary Ladder technology to Redtail, including the Ladder Quote Tool, the Ladder Insurance Calculator, and the Ladder Referral Portal. The integration of the Ladder Quote Tool and Insurance Calculator will enable advisors to more easily and efficiently make decisions about what kinds of insurance their clients need, while the Ladder Referral Portal offers a streamlined way for advisors to send their clients applications to apply.

“We are thrilled to partner with Redtail Technology to provide solutions that meet advisors where they are.”

“We are thrilled to partner with Redtail Technology to provide solutions that meet advisors where they are,” said Diana Angelini, Head of Ladder for Advisors. “This new integration will make it easy for advisors to access trusted life insurance technology and seamlessly refer their clients through their CRM that they already use every day.”

Ladder’s flexible term life insurance gives policyholders the power to instantly decrease their coverage at any time as their needs change and can save customers up to 40% over the course of their term. The digital-first application process takes as little as five minutes to complete and goes all the way up to $8M in coverage.

“Through this new integration with Ladder, we’re able to introduce further efficiencies for advisors who include insurance services as a part of their comprehensive financial planning offerings,” said Redtail CEO Brian McLaughlin. “Ease of access from Redtail CRM to critical tools supporting the life insurance component of their practice will be a huge plus for advisors, and we’re excited to work with Ladder in making that available.”

The Ladder and Redtail Technology integration is now live for advisors to access in all 50 states.

About Ladder
Ladder offers flexible life insurance in minutes. Using an all-digital architecture and real-time underwriting, Ladder makes term life insurance as accessible, affordable, and beloved as it should be. The company is headquartered in Palo Alto, CA and offers coverage up to $8M in all 50 states. To learn more, visit ladderlife.com.

About Redtail Technology
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications, and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit https://www.redtailtechnology.com.

Media Contact
Liana Corwin, media@ladderlife.com

Ladder Insurance Services, LLC (CA license # OK22568; AR license # 3000140372) distributes term life insurance products issued by multiple insurers – for further details see ladderlife.com. All insurance products are governed by the terms set forth in the applicable insurance policy. Each insurer has financial responsibility for its own products.

2109.23-LD
Rev. 9/2021

SOURCE Ladder

WICHITA, Kan., Aug. 3, 2021 /PRNewswire-PRWeb// (original press release here)  — Plain Wealth, a technology-focused innovation firm in Wichita’s Old Town, launches the Plain Wealth app, a SaaS app designed to provide a frictionless client wealth experience, in partnership with Redtail, the world’s leading CRM in wealth management.

Founders of Plain Wealth previously built a more narrowly focused client platform to step into the wealth management space. Firm leaders and advisor interviews revealed the same challenge, the industry did not have a modern, broad-based platform for clients. The Plain Wealth team leveraged their domain expertise in wealth management and in human factor research to produce a fully tailored, AI-driven client experience, with seamless information and engagement. It includes all of the requisite security and compliance, providing firm-wide disclosures along with the standard of BrokerCheck.

Led by Plain Wealth’s CTO Dr. Paul Peloquin and CEO David Thorne, Plain Wealth launches on August 3rd to initial customers, top RIA firms in the Midwest and a Nationally, and a major insurance institution.

“Redtail’s partnership for our product launch confirms the value of Plain Wealth,” mentioned Thorne, “Wealth management clients have waited long enough. This is a true win for clients and advisors. Now, Redtail can add a world-leading client solution to their larger-than-50% market footprint.”

Dr. Peloquin stated, “Plain Wealth offers clients the seamless experience they’ve been wanting, plain and simple. Just the information they want, financial and informational, and the feel of a closer advisor relationship. We designed the platform so new firms can setup in less than an hour, and pull clients onto the Plain Wealth platform, private labeled for branding, and integrated with their data on Redtail.”

Those interested in learning more can go direct to the Plain Wealth website: plainwealth.io, where they can ask for more information, schedule to attend a webinar, request a full demo, or fully order the Plain Wealth app. Larger firms have the option to purchase their own separate app. Plain Wealth costs as low as $25/month per advisor.

About Plain Wealth
Plain Wealth is a part of the Plain Solutions family of companies, founded in 2018. The company offers award-winning technology and innovation, through a collaborative process. Plain Wealth is committed to client-centric innovation, driving toward financial wellness, and is dedicated to high satisfaction customer solutions and support. For more information, visit plainwealth.io or our LinkedIn at https://www.linkedin.com/company/plain-wealth/.

About Redtail
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. For more information, visit redtailtechnology.com.

SOURCE PRWEB

MEDIA CONTACTS:
David Thorne
Plain Solutions
+1 (316) 6481206
david@plainsolutions.co

SACRAMENTO, Calif, July 14, 2021 /BUSINESS WIRE/ (original press release here)  — After more than a year of successful RTU Online training sessions for Redtail Technology users, those interested in attending these entertaining, educational offerings in person can get ready to mark their calendars. Redtail University Live is returning in 2022, led by the company’s new Director of Training, Rick Williamson – better known as the charismatic, dynamic financial advisory CRM guru “Ricky Redtail.”

Rick, who was previously Managing Training Team Lead at the fintech company, has been given his own department to lead after a decade of dedicated service in training. Redtail is focusing more deeply on providing its lauded customer service and educational content to advisors in whichever manner suits each individual best, whether that be via video, in-person training, documentation/blog, or virtual experience.

“One of the things that has set Redtail Technology’s training sessions apart from others is that we creatively tap into pop culture in ways that we can take a seemingly complex topic and make it relatable,” Rick said. “Using popular movies like Back to the Future as a theme and inserting references to that theme throughout makes the information we share more familiar while also making it stick with a person longer.”

Rick and his team led a dozen RTU Online sessions since March of last year and have two more slated before the summer’s end. Since Redtail University’s first session in 2008, there have been more than 105 in-person learning opportunities through these events around the country.

Redtail has more than 18 years of experience providing top-notch fintech coupled with renowned customer service; the firm now works with more than 30,000 advisory firms and over 100,000 users.

Keep an eye out for Redtail University 2022 session registration here.

 

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For more information, visit www.redtailtechnology.com.

SOURCE BUSINESS WIRE

MEDIA CONTACTS:
StreetCred PR

Allie Zendrian
Allie@streetcredpr.com
516-581-7202

Jason Lahita
Jason@streetcredpr.com
973-460-7837