eMoney Advisor, a provider of advanced wealth and goal planning services for financial advisors, and RedTail, a provider of web-based client relationship management, have announced integration between the companies’ respective web-based applications: eMoney 360 & 360 Pro and Redtail CRM.
According to eMoney, the new integration provides single-sign-on, synchronization of client data, as well as access and up-load a capability for eMoney’s document Vault feature. Redtail CRM is an advisory tool to participate in the new eMoney Everywhere program.
The eMoney Everywhere program integrates CRM, wireless, office and popular advisor tools with eMoney’s application to create the ultimate advisor desktop. With this program advisors are expected to assimilate data between multiple software platforms and devices. eMoney Everywhere leverages web services, common architectures, and industry standard file formats. The flexibility and timesaving aspect of this program provides advisors with a financial desktop translating into better workflow and the delivery of enhanced client service, said eMoney.
Edmond Walters, founder and CEO of eMoney Advisor, said: eMoney is focused on providing solutions and it is well known that Advisors need increased data integration among their advisory tools. The integration of eMoney 360 and eMoney 360Pro with RedTail CRM is going to significantly reduce redundancies in data management for Advisors. We’re excited to be offering Redtail CRM as the first integrated solution in the eMoney Everywhere program.
Brian McLaughlin, CEO of Redtail, said: This is one of the more advanced product integrations we have done. We are very confident that Redtail and eMoney users will benefit from the huge efficiencies this integration has created.