BridgePortfolio
BridgePortfolio®
Currently, this new integration allows Redtail CRM users to view daily appraisals of their clients’ accounts. By providing advisors with the most up-to-date client portfolio information available, they will have more time to do what they do best and run more productive and efficient offices.
The next phase of integration is currently underway which will enable BridgePortfolio clients that are using Redtail CRM to automatically auto-populate client account forms as well as investment policy statements and other proprietary documents by retrieving client information from the Redtail CRM database.
“We are excited to be working with industry leading Redtail Technologies to provide advisors with an integrated outsourced back-office solution. Advisors using both BridgePortfolio and Redtail can now pass data easily and seamlessly in order to more effectively manage their practices and communicate with their clients.” said David Edstrom, CMO of BridgePortfolio.
About Redtail Technology
Founded in March of 2003, Redtail’s clients include independent financial professionals and over 40 independent Broker Dealers. Redtail delivers web based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services.
Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Additionally, the features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies.
For additional information, please visit their website at http://www.redtailtechnology.com or call 800.206.5030.
About BridgePortfolio.com, Inc.
Chicago-based BridgePortfolio is the leader in developing flexible, customized, private-labeled asset management platforms for investment advisors, investment managers, broker-dealers, financial planners, banks and trust companies in order to profitably deliver investment advisory services, including ETF and mutual fund wrap model portfolios, SMA and UMA programs. Founded in 2000, the company has approximately $2 billion in assets under administration. BridgePortfolio has developed a suite of outsourced services including private label website development and hosting; efficient online account setup; account administration;
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