Redtail.png

Redtail offers the tools you need to strengthen client relationships, improve office efficiency, and increase your practice’s profitability.  CRM features include workflows to automate processes, integration with financial services industry software, client data reporting, easy to use notes and calendar, and a tracked list of completed actions.

Redtail.png

CRM System

CRM System

The Quik! App provides access to a public library of thousands of financial services forms.  f3Logic also adds its proprietary RIA forms so they can be prepopulated on other software providers, eliminating redundant data entry.

Quik_.png

Form Filler

Form Filler

Securely store and access all your client files with this cloud-based platform.  Give your clients access to the client portal where they can upload or download important documents.  The ShareFile Plugin for Microsoft Outlook can be used to encrypt Personally Identifiable Information in emails with one click. Use ShareFile with RightSignature to obtain e-signatures and eliminate printing and mailing.

Sharefile.png
Sharefile.png

Document Management

Document Management

Using leading scientific theory and a simple questionnaire to pinpoint an investor’s Risk Number, Riskalyze evaluates each client’s risk tolerance individually rather than putting all investors into pre-made categories. Then, you can easily compare this risk number to a portfolio’s and ensure you are aligned with your client’s or prospect’s true risk tolerance.

Riskalyze.png

Risk-Analysis Software

Risk-Analysis Software

Help your clients meet their financial goals by using world-class financial planning software solutions.  As client needs evolve, you can easily graduate them from a streamlined, goal-based approach to the industry’s most sophisticated planning solution.  Use a client portal for account aggregation, spending, budgeting, screen sharing, and much more to keep clients engaged and build stronger relationships.

Financial Planning Software

Optional Solutions

Financial Planning Software

Optional Solutions

AdvisorBob’s financial advisory payout calculation software eliminates the use of manual spreadsheets that may lead to costly mistakes and time-consuming reconciliations.  Use the interactive dashboard to see net revenue comparisons month over month and view fee details on a line-by-line basis to uncover your most profitable clients.

AdvisorBOB.png

Advisor Fee Tracking

Advisor Fee Tracking

We use a leading provider of integrated portfolio, practice management, and reporting solutions for financial advisors and institutions. Get the tools to conquer complexity and drive your success.

Portfolio Accounting

Optional Solutions

Portfolio Accounting

Optional Solutions

Fidelity Institutional Wealth Services is a leading provider of trading, custody, and brokerage services to Registered Investment Advisors.

Fidelity.png

Custodian

Custodian