Redtail Technology, Inc.

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Redtail Yourefolio Integration Estate Planning

Yourefolio is proudly partnered with Redtail Technology to bring you an integration that you'll definitely want to check out. Yourefolio users can easily sync client data in real time from their Redtail account into the Yourefolio platform.

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial adviser. Redtail is bringing next-generation technology to the financial adviser to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

You can learn more about this integrations's setup and funtionality here.
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