Data feeds from portfolio management tools push accounts into Redtail CRM. From there, a user pushes the accounts from the CRM to analyze the portfolio and store the analysis in the CRM. Things all advisors do made simple - all data in one place!

 

Risk Analysis tools cover a range of analytics, projections, and reports. Their focus will often change based on the developer, so knowing your key demographic(s) will always help make decisions on the tool(s) you decide on.

 

Many people do not realize that quick and efficient information is one of the most important pieces of any business relationship. Utilizing analysis tools of this nature strengthens your relationships.

 

Common feedback we have received regarding risk analysis is that it’s a great tool to “Seal the Deal.” Giving a client a solid number with facts around it can mean the difference between retaining them as clients.

 

Below are links to some of our Risk Analysis partners: 

 

 

 

Andes Wealth Technologies

Finametrica

Kwanti

Morningstar Advisor Workstation

Morningstar Office

Morningstar Office Cloud

Pocket Risk

PrairieSmarts (SmartRisk Pro)

Nitrogen

StratiFi

Tolerisk

 

 

 

For additional information on all Redtail Integration Partners:
Integration Partners