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Redtail Client Relationship Management (CRM).
A web-based client management solution designed
specifically for investment professionals and
registered investment advisors. Once enrolled,
you can access client notes, documents, schedules and
account data. Redtail includes features such as
multi-user calendaring, document management,
family householding, “Know Your Customer”
information, reporting, workflow management and
more. Redtail has integrated client management,
sales automation, client support and marketing
automation tools. |
