FinaMetrica, Redtail Announce Tech Integration
FinaMetrica announced on Wednesday that it is integrating with Redtail Technology to offer FinaMetrica’s risk tolerance scores in the Redtail CRM.
At TD Ameritrade Gathering, Technology, Trusts, Diversity—and Blue Jeans
TD Ameritrade Institutional's annual advisor gathering featured well-received addresses by people like Leon Panetta and Magic Johnson and a last-night party headlined by the Steve Miller Band.
Morningstar, Redtail Partner on Enhanced User Interface
Redtail Technology is integrating Morningstar’s proprietary research on its platform.
2012 TechLeaders Conference: Unusual Format a Hit With Attendees, Vendors
A rapid-fire slew of presentations opened the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas on Tuesday.
Tech Execs Look to the Future: TD Ameritrade Conference
A gathering of executives from up-and-coming, as well as established, technology companies sat with AdvisorOne at the TD Ameritrade conference in Orlando Friday morning for a discussion of the state of advisor technology, integration, and where innovation is likely headed next.
ByAllAccounts, Redtail Join in Tech Partnership Expanding Access to Client Data
ByAllAccounts and Redtail Technology announced a partnership that will give advisors easier access to a client snapshot that combines client relationship management (CRM) software with clients’ account data.