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TMCNet:  Advisor Software, Inc. Signs Agreement With Redtail Technology To Integrate goalgamiPro Quick Planning Solution With Redtail CRM

[November 12, 2012]

Advisor Software, Inc. Signs Agreement With Redtail Technology To Integrate goalgamiPro Quick Planning Solution With Redtail CRM

WALNUT CREEK, Calif., Nov. 12, 2012 /PRNewswire via COMTEX/ -- Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for the financial advisor market, has finalized an agreement with Redtail Technology, Inc. ("Redtail"), a provider of client management solutions for financial professionals, to provide access to ASI's unique quick planning tools. The strategic partnership will integrate ASI's direct-to-advisor product goalgamiPro with Redtail's Client Relationship Management ("CRM") suite.

(Logo: ) Leveraging ASI's patented, goal-driven investment management solutions, goalgamiPro is a web-based platform that was developed for advisors looking for an alternative to the comprehensive 70-page financial plan. ASI's quick planning tool uses the notion of the household balance sheet to enable advisors to create a plan in eight minutes, and generate a series of client-focused one-page reports.

"As the technology for the financial services industry becomes increasingly CRM-centric, individual advisors are seeking planning tools that can easily be launched when time does not allow for completing a full financial planning analysis," said Neal Ringquist, President and Chief Operating Officer of ASI. "The integration of goalgamiPro with Redtail's very popular CRM platform gives advisors an optimal tool to make quick assessments of their clients' goal plans." In addition to improving advisor efficiency by reducing planning time, the goalgamiPro quick planning solution has also been proven to Generate leads: goalgamiPro comes with a household balance sheet PowerPoint deck for lunch or dinner seminars. goalgamiPro is then used to prepare a report for a free 30-minute household balance sheet assessment.

Strengthen client relationships: goalgamiPro also comes with Collaboration Connect, a client goal planning website enabled by the advisor and integrated with goalgamiPro.

"Successful financial professionals depend on creating and maintaining long-lasting relationships with clients," said Brian McLaughlin, Chief Executive Officer and Chief Technology Officer of Redtail. "Adding goalgamiPro to the Redtail CRM platform ensures that advisors can provide clear, concise and accessible answers to questions that come up during discussions with their clients, resulting in greater efficiency and stronger relationships." For more information, please contact Dana Taormina at or 973-850-7305.

About Advisor Software, Inc.Advisor Software, Inc. is a leading provider of advice solutions for the advisor market. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. ASI's solutions are designed for a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. For more information, visit

About Redtail Technology, Inc.Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects - it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while simultaneously improving operational efficiency. For more information, visit

Contact: Dana TaorminaJCPR973-850-7305 SOURCE Advisor Software, Inc.

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