FP Alpha and Redtail Technology Announce New Integration

By AIT News Desk On Jul 21, 2020

FP Alpha, an AI-driven comprehensive wealth management solution that helps advisors identify and provide actionable recommendations to clients, is now integrated with Redtail Technology

FP Alpha, an AI-driven wealth management solution for financial advisors, announced a new client data integration with Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for the financial advice industry. This new capability not only eliminates the manual steps advisors previously used when uploading their client’s contact information into the FP Alpha tool, but more importantly, turns their Redtail client data into actionable financial planning recommendations.

“Technology integrations are critical to helping advisors best utilize the many technology solutions available to them today,” said FP Alpha’s Founder and CEO Andrew Altfest. “By FP Alpha integrating with Redtail, it provides a way for advisors to turn their Redtail client data into personalized recommendations for their clients. In addition, it creates multiple efficiencies allowing them to focus on more client engagement activities.”

This new integration is a bilateral sync of client data, enabling advisors to prepopulate client information from Redtail into FP Alpha and vice versa.

“At Redtail, we’re dedicated to integrating with industry partners to help advisors streamline their workflows and improve efficiencies,” said Redtail Technology CEO Brian McLaughlin. “That, coupled with our keen focus on artificial intelligence, means Redtail and FP Alpha have a number of synergies, and we’re looking forward to working with them.”

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“We could not be more pleased to have Redtail Technology as our first CRM integration partner,” said Altfest. “As we continue to onboard advisors to our platform, we will prioritize investing in the areas that will provide additional value to them and to their clients. Integrating with Redtail was a great place to start.”