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Financial Planning tools

These integrations allow a push of client data from the CRM to the planning software to eliminate redundant data entry. Financial planning is intricate, and these integration are time savers. 

Reporting, risk evaluation, retirement analysis, asset and liability analysis, forecasting - these are only some of the functions these tools offer. Financial planning tools are built with purpose and finding the right one for you is going to make a big impact in your practice. 

How they work with Redtail CRM is case-by-case so review the list below to find something that fits your needs: 

Advicent: Naviplan 

Advicent: Profiles

Advisys

Advizr

Asset-Map

Cambridge CLIC  

eMoney  

Everplans  

Figlo  

Finance Logix  

Forefield Advisors  

GoalGamiPro  

InStream  

Investacorp  

IPS AdvisorPro

Money Tree (TOTAL Online)

MoneyGuidePro  

Panoramix

Pershingnetx360  

PlanFacts

Retirement Analyzer

RightCapital  

Smartworks  

SunGard Wealthstation  

TD Ameritrade institutional VEO 

Vanare

WealthAccess  

Wealth Elements  

WealthTrace 

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