Redtail was the first cloud-based CRM solution for financial advisors and is still one of the most popular advisor CRM options today. Whether you are looking for a solution to help improve client communications, strengthen your internal collaboration efforts, or increase your firm’s revenues and profitability, Redtail CRM offers tools to help you along the way.
Redtail CRM has a number of powerful features such as Workflows and Reporting that allow financial advisors to more effectively and efficiently communicate with their clients. For instance, Redtail allows users to send bulk messages to predefined client groups.
Other features Redtail offers include a variety of scheduling and calendar options that can help advisors manage everything from standard client meetings to seminars. Managers can also easily open employee calendars for easy schedule visualization or view all scheduled events at once for more macro-level planning.
Now advisors and financial professionals can combine all of the powerful CRM features of Redtail with the flexible billing and invoicing solutions of BillFin. Redtail users can now take advantage of powerful features such as intuitive fee billing and analysis, flexible fee schedules, client invoicing, reminders, and custodian-ready debit files.
If you’re interested in integrating Redtail CRM with BillFin’s powerful billing and invoicing tools, the process is actually pretty simple.
If you’d like to learn more about how Redtail integrates with the powerful advisory billing features of BillFin, or you just need some help getting the connection setup, our customer success reps are ready to help. Click the button below to schedule a demo or give us a call at 844-518-7873 to get started.
At Redi2, we are passionate about making billing better for financial services firms. As we do so, our clients become more successful at servicing their clients. This outcome has earned Redi2 the confidence of many of the world’s leading financial institutions.