ByAllAccounts Reseller Spotlight Series: Redtail Technology

By ByAllAccounts Reseller Spotlight Series on Wednesday, July 2nd, 2014

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About the company:

Redtail has just under 60 employees, serves around 21,000 financial advisor offices (representing approximately 90,000 database users)

Core Services offered:

Imaging (Paperless Office Solution)
Email Hosting, Archiving and Retention
Mobile CRM

About the CEO:

BRIAN MCLAUGHLIN, CEO / CTO, Redtail Technology, co-founded Redtail Technology in the spring of 2003, leading the development of an integrated suite of web-based client relationship management (CRM) tools for the financial advisor. As CEO and Chief Technology Officer, Brian brings over 15 years of experience in software and database design to his position and oversees the development of all software for Redtail Technology. Prior to founding Redtail Technology, Brian developed web application and database design experience at a national financial advisor producer group.

What the firm does:

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. Visit for more information.

Providing a Holistic View

Use cases/ways that clients use the aggregated data Redtail delivers:

Redtail CRM is a comprehensive CRM that allows advisors to see the whole picture with their client. The Integration with ByAllAccounts allows an advisor to have an accurate view of their client and their accounts. By having the aggregated data within the CRM, they now can use that data to identify opportunities, set up marketing groups and much more.

How offering access to institutional-quality financial account data from ByAllAccounts, across a multitude of account types and thousands of investment sources, has helped Redtail’s advisory clients to grow their practices:

Redtail contributes to practice growth for our advisors/clients by providing them many different ways to create efficiencies. Advisors will use the financial data in different ways but having the data in the CRM saves them tons of time, as they no longer have to toggle between systems to find the data or information they are looking for. Once they find the data they need, they can then use that to grow their business whether it be through marketing or follow up processes in the CRM.

You may also be interested in:

Reseller Spotlight Blog: Orion Advisor Solutions (Spotlight Blog)

How Advisors and Clients Demonstrate Trust (Blog post by Rosemary Smyth, MBA, ACC, Author)

Preparing for Your SEC Exam: Tips and Best Practices (Whitepaper)

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