Fintech Integration Marketplace

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Redtail Technology

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

Redtail
  • CRM
  • Reporting
  • Calendar
  • Notes
  • Seminars
  • Sales Pipeline Tracker
  • Redtail Imaging
  • Redtail Email
  • Redtail Speak
Redtail

Companies that integrate with Redtail

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

SS&C Advent
Advent | SS&C
SS&C Advent delivers technology solutions and services to financial services clients big and small around the globe.
AdvicePay
AdvicePay
AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning.
Advisor Controls
Advisor Controls
Advisor Controls is a joint venture between an industry-leading fintech company and million-dollar advisors
Advisor Products
Advisor Products
Advisor Products content marketing toolset provides easy-to-use communication tools and measurable results.
Advisor Websites
Advisor Websites
Advisor Websites™ is a global leader in website software for the financial and insurance industries.
AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors.
AdvisorStream
AdvisorStream
AdvisorStream is an industry-leading automated marketing platform that drives client engagement and builds business
AdvisoryWorld
AdvisoryWorld
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
Advisys
Advisys
Advisys creates smarter, simpler, faster financial planning and insurance sales solutions for professionals.
Advizr
Advizr | Orion Advisors Services
Advizr is a simple, personalized tool to help employees achieve their financial goals, whether they’re paying off student loans or saving for retirement.
aidentified
Aidentified
Aidentified enables the real-time monitoring, identifying, and harvesting of high-propensity wealth events and how they directly impact consumers in a predictive, prescriptive, and personalized way.
Albridge | BNYMellon
Albridge | BNY Mellon
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Anvil
Anvil
Anvil specializes in providing digital document management services.
Appointment Reminder
Appointment Reminder
Appointment Reminder helps small businesses send automated appointment reminders to help reduce no-shows.
Aqumulate
Aqumulate
Aqumulate is a technology firm designing software to aggregate financial data of clients.
Advisor Software
ASI Advisor Software
ASI’s platform addresses a range of advisor functional needs, including Client Onboarding, Financial Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics.
Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
AssetBook
AssetBook
AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price.
AssetMark
AssetMark
AssetMark Financial Holdings, Inc. is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients.
BackNine Insurance
BackNine Insurance
Life Insurance, Long Term Care, Disability Insurance, and Annuities. BackNine Insurance is a boutique brokerage agency focused on helping producers provide unparalleled value for their clients.
Betterment
Betterment
Betterment is a goal-based online investment company, delivering personalized financial advice paired with low fees and customer experience.
Bill Good Marketing
Bill Good Marketing
The Bill Good Marketing System combines many elements into a single unit.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Blueleaf
Blueleaf
Blueleaf is a provider of Financial Relationship Management Software.
Bridge Financial Technology
Bridge Financial Technology
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
Broadbridge
Broadridge
Broadridge Data Aggregation and Financial Reporting solution enables getting performance reports, track and audit representative activity, seamlessly flow data to third party applications and beat competitors to key insights.
Morningstar
ByAllAccounts | Morningstar
ByAllAccounts provides account data aggregation solutions for professional wealth managers and financial advisors.
Capitect
Capitect
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design.
Cardtapp
Cardtapp
CardTapp’s mission is to empower individuals and businesses to build stronger personal connections and facilitate mutually beneficial business relationships.
Cashflow Insite
Cashflow Insite
Cashflow INSITE™ is the only budgeting solution that offers client-advisor collaboration.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
Constant Contact
Constant Contact
Constant Contact provides hundreds of thousands of small businesses around the world with the online marketing tools, resources, and personalized coaching they need to grow their business.
Copytalk
Copytalk
Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency in the recording of dictated client-meeting notes and the preparation & delivery of transcriptions.
CreativeOne
CreativeOne
CreativeOne is an industry-leading diversified financial services organization focused on retirement income solutions, including annuities, investments and life insurance.
Docupace Technologies LLC
Docupace
Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.
e-Relationship
e-Relationship
e-Relationship is a leading provider of technology-driven email communication tools for clients and prospects of banks, insurance companies and financial services companies
E*Trade
E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
Emotomy
Emotomy
Emotomy is a robust open architecture platform dedicated to helping financial advisors build, manage and market their own investment strategies.
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
Equisoft
Equisoft
Equisoft builds industry-leading business solutions that address the needs of financial sector clients.
erado
Erado
Erado provides unified archiving, supervision, security, and messaging solutions to regulated industries across the globe.
Evernote
Evernote
Evernote helps you regain control of your day so you can focus on what matters most.
Everplans
Everplans
Everplans is a life and legacy planning company dedicated to transforming the way people get their families organized
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
FinaMetrica
Finametrica
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.
Envestnet
Finance Logix | Envestnet
Finance Logix provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
First Clearing
First Clearing
First Clearing provides firms with insights and resources to support their vision for guiding clients to a place of greater confidence about their life goals.
FMeX
FMeX
FMeX offers a content library built exclusively for the financial services industry with a goal of helping financial professionals provide personalized communications in order to enhance client relationships and increase sales.
FMG Suite
FMG Suite
FMG Suite is dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers.
Global Relay
Global Relay
Global Relay is a provider of compliant electronic communications archiving, messaging, supervision, information governance, and eDiscovery.
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
Intulse
Intulse
Intulse VOIP business phone solutions provide you with a flexible, feature-rich communications system on a robust network that can grow and change with your business.
Kwanti
Kwanti
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers.
Laser App
Laser App
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms.
Laserfiche
Laserfiche
Laserfiche is the leading global provider of intelligent content management & business process automation.
LoanBuddy
LoanBuddy
LoanBuddy helps clients pay off their student loans.
LPL Financial
LPL Financial
LPL Financial is a financial organization of independent financial advisors in the United States.
Money Tree
Money Tree
Money Tree Software offers professional financial planning solutions for advisors.
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
Morningstar
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
Morningstar
Morningstar TRX
Morningstar Total Rebalance Expert (tRx) helps financial advisors streamline their business through efficient rebalancing and portfolio management.
MyRepChat
MyRepChat
MyRepChat - a compliant SMS messenger for regulated industry professionals
NaviPlan by Advicent
NaviPlan | Advicent
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
NetDocuments
NetDocuments
NetDocuments has been the leader in cloud-based document management since 1999.
Charles Schwab
OpenView Gateway | Schwab
The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party solutions that, in combination with Schwab Advisor Services’ proprietary tools, help streamline workflows so advisors can focus on serving clients.
Oranj
Oranj
Oranj reimagines financial advisors’ technology so they can spend less time managing and more time advising.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Panoramix for Financial Advisors
Panoramix
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
PreciseFP
PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online
Quik
Quik!
Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity.
RBC
RBC
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance.
Redtail
Redtail Imaging
Redtail Imaging is a compliant electronic document storage solution from Redtail.
RIA in a Box
RIA in a Box
RIA in a Box® provides the leading compliance solution for investment advisers.
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
RiXtrema
RiXtrema
Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers.
Salentica
Salentica | SS&C
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
SEI
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
ShareFile
ShareFile | Citrix
Citrix ShareFile is used by organizations of all sizes and across industries for its secure file sharing and collaboration tools.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
Tolerisk
Tolerisk
Tolerisk is cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors.
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
TradePMR
TradePMR
TradePMR provides brokerage and custody services for registered investment advisors.
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
Fidelity
Wealthscape | Fidelity
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.
Zapier
Zapier
Zapier gives people internet superpowers by letting them easily connect and automate the apps they use.

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Redtail

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