Redtail Technology CRM
Redtail CRM is cost-effective, easy and tailored to today’s financial pro. Featuring integrations, painless migration, detailed tracking of your clients’ data, advanced reporting, customize-able work flows, data backup, in-person or online trainings, and so much more!
SmartOffice CRM – coming soon!
SmartOffice has the power necessary to serve as the backbone of your practice. The application is highly modular and can be configured to meet the needs of just about any business.Featuring contact management, calendar management, reporting, policy and investment tracking, sales lead and opportunity tracking, easy data imports and exports.
Red Oak Compliance Solutions
Everything Real Wealth® creates is pre-reviewed by a Red Oak licensed 24 principal advertising review specialist to ensure that our content is clean and compliant before it ever even reaches any of our customers or compliance partners. Red Oak is the compliance review software of choice in the financial service industry with clients having over $19 trillion in assets under management. Clients range from single State Advisers to many of the world’s largest asset managers.