With 43,000 users in 9,000 offices, Redtail Technology is one of the most widely used CRMs targeted to financial advisors. It’s latest update includes a long list of improvements that make the product more user-friendly.
“We’ve drastically overhauled the system in a great way, to make it more flexible and friendly,” says Brian McLaughlin, CEO at Redtail, “and that also allow us, as a software company, to develop new tools faster and make more integraions than ever before.”
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