Redtail
About Redtail
Unleash the power of Profiles Professional Web and Profiles Forecaster Web with Redtail CRM integration! Offered as a subscription service, Redtail provides financial professionals with the tools necessary for their trade in an easy-to-use fashion that they can get up and running quickly. The features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solutions.
The integration between Redtail CRM and Profiles Web software enables you to:
- Export Redtail data in a few clicks.
- Eliminate duplicated effort and wasted time.
- Reduce data entry errors.
- Streamline your technology.
Learn more about the Profiles Web/Redtail integration:www.eisi.com/products/us/professional/sell_sheets/redtail_technology.pdf.
Visit the Redtail Technology web site: www.redtailtechnology.com