Advisor Tools

Some advisor tools don't fit neatly into any of the traditional fintech categories such as financial planning, CRM, document storage, etc. That doesn't mean, however, that they don't serve an important purpose. Partners included in this category may offer advisors anything from AI-based relationship mapping to student loan analysis to automated scheduling reminders to a host of other functions.

What each partner provides and how they work with Redtail CRM is case-by-case so review the list below to find something that may fit your needs:

AdvicePay

AI Labs

Aidentified

Altigo

Appointment Reminder

Asset-Map

Assetmark

Bento Engine

FinFolio

FinLife Partners

Hubly

Knudge

Ladder Life

LeadTinker

LoanBuddy

Max for Advisors

Plain Wealth

Positivly

Pulse360

RightBRIDGE

Zapier

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