BridgePortfolio, a provider of private-labeled platforms and back office support for investment advisors, investment managers, broker-dealers, financial planners and trust companies, announces a new partnership and integration with California-based Redtail Technology, a of web based Client Relationship Management (CRM), imaging and email archiving applications.
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 backoffice solution,” says David Edstrom, CMO of BridgePortfolio. “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.”
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