Subscribe

Redtail, Morningstar announce integration deal to bring research to CRM system

Popular customer relationship manager plans to launch a new user interface in the fourth quarter.

Redtail Technology Inc. and Morningstar Inc. announced Monday a deal that will bring the research firm's investment analytics to the popular client relationship management system.
The seamless access to Morningstar's research and analytics will come when Redtail launches a new user interface in the

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Going paperless: Advice industry takes on challenge

In an industry notorious for documents and signatures, firms welcome chance to automate

Ritholtz Wealth Management launches robo platform

Digital startup Upside powers Barry Ritholtz and Josh Brown's new platform for emerging investors

This ain’t no Fantasyland: Tales from T3

Amid red-eyed financial geeks, our intrepid reporter spots a theme: The robo-adviser threat.

Advisers seek balance between client service and automation

Effective communication takes place when the receiver interprets the sender's message in precisely the fashion in which the sender intended it, according to The American College's “Fundamentals of Financial Planning” textbook.

Cybersecurity a major priority in independent broker-dealers’ 2015 tech budgets

Preventing hack attacks is a big concern for independent broker-dealers heading into next year based on their planned technology spending.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print