Tuesday, June 23, 2009
Advisor Products integrates, AdviceAmerica updates software
Client portal planning software connects to Redtail CRM
Advisor Products Inc. has integrated its Personal Client Portal with the web-based customer relationship management system of Redtail Technology Inc. of Gold River, Calif.
Using the portal technology of Westbury, N.Y.-based Advisor Products, financial advisers can set up a secure financial web page for each client. That dedicated page will allow clients to access their account data from advisers’ portfolio management, financial planning and CRM systems, as well as market data. Advisers can also publish a blog and provide other personalized financial content to clients via the system.
Advisers can reach out to clients through the CRM system. "If an adviser notices that it is time for an annual meeting with a client, he can assign a reminder to the client via Redtail CRM," said Brian McLaughlin, chief executive of Redtail...
Investment News: Advisor Products integrates, AdviceAmerica updates software
Advisor Products Inc. has integrated its Personal Client Portal with the web-based customer relationship management system of Redtail Technology Inc. of Gold River, Calif.
Using the portal technology of Westbury, N.Y.-based Advisor Products, financial advisers can set up a secure financial web page for each client. That dedicated page will allow clients to access their account data from advisers’ portfolio management, financial planning and CRM systems, as well as market data. Advisers can also publish a blog and provide other personalized financial content to clients via the system.
Advisers can reach out to clients through the CRM system. "If an adviser notices that it is time for an annual meeting with a client, he can assign a reminder to the client via Redtail CRM," said Brian McLaughlin, chief executive of Redtail...
Investment News: Advisor Products integrates, AdviceAmerica updates software
Permalink posted by markw @ 4:38 AM 
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