PRLog - Oct. 31, 2013 - MIAMI -- We are pleased to announce a new partnership between Redtail Technology and Investacorp. Investacorp financial advisors will have the ability to access their Redtail data directly through “Investalink,” the Intranet support platform offered at Investacorp. Advisors who are subscribers to Redtail will also be able to import information from Redtail directly to Investalink when opening new accounts and retrieving client data. Likewise, users will be able to export client information from Investalink to Redtail. Ultimately the partnership forged between Investacorp and Redtail will facilitate easier accessibility of client information, improve efficiency in day to day operations, and enhanced the overall CRM experience.
Integration with Redtail is a major milestone in our service model,” said Rana Chander, EVP, CIO at Investacorp Inc. “By integrating Redtail with our proprietary portal “Investalink”, we have greatly reduced the need for advisors to input core client data more than once, thereby streamlining key workflows. This saves advisors time and enhances branch office productivity.”
“We are excited to work with Investacorp in bringing this level of integration to our mutual users,” said Brian McLaughlin, CEO/CTO at Redtail Technology. “We are dedicated to integrated technologies and this particular integration should be of great benefit to offices that use both platforms.”
About Investacorp, Inc.
Investacorp Inc., a FINRA registered broker-dealer, established in 1978. Our mission is to optimize the time, talent and the entrepreneurial aspirations of independent financial advisors. Investacorp is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT:LTS) Visit www.investacorp.com for more information.
About Redtail Technology
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.
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Investacorp Signs Agreement With Redtail Technology
October 31, 2013 at 15:54 PM EDT