Today, we’re excited to formally announce a great integration partnership between Riskalyze and Redtail. These two Sacramento-based technology companies are both focused on serving great financial advisors, and we can’t wait to see how our customers put this integration to work.
Here’s the press release…
SACRAMENTO — Redtail, the industry leader in advisor CRM, email and imaging, and Riskalyze, the company that invented the Risk Number, today announced a next-generation integration partnership that delivers incredible tools for advisors to grow their practices.
Under the integration partnership that is live for all Redtail and Riskalyze advisors, it’s simple to link one or more Redtail contacts into a Riskalyze client profile. On a nightly basis, the custodial assets sync over from Redtail into Riskalyze. In addition, the client’s Risk Number, and the risk score for their assets sync over to Redtail.
“We were definitely excited to roll out this integration for advisors using Redtail,” said Brian McLaughlin, CEO of Redtail Technology. “Riskalyze has introduced an incredibly efficient, accurate and user-friendly tool into the advisor tech sector that allows advisors to pinpoint their clients’ risk tolerance levels while also determining how much risk a given portfolio actually has. The integration is available now within all Redtail databases and can be sampled for a few clients, allowing advisors to see just how transformative this tool might be for their business.”
“We love the passion and excitement that we see in every Redtail advisor to make their business work for them, instead of the other way around,” said Aaron Klein, CEO at Riskalyze. “Redtail has built a truly advisor-centric approach to CRM that fits beautifully with the Riskalyze model of helping advisors win new clients with amazing risk analytics, and keep them by beating the expectations game.”
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency. Visit www.redtailtechnology.com for more information.
Riskalyze is the company that invented the Risk Number™, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, RIA networks, custodians, clearing firms and asset managers to align the world’s investments with investor risk tolerance.
If you need assistance getting your Redtail and Riskalyze accounts connected, email firstname.lastname@example.org. We’re here to help!