ByAllAccounts and Redtail Technology Offer Centralized Access to Clients’ Comprehensive Account Data
Partnership Pairs CRM Functionality with Data Aggregation for Exceptional Client ServiceBOSTON – (August 23, 2011) ByAllAccounts, Inc. , the financial advisor’s choice for account aggregation , and Redtail Technology , a leading provider of Client Relationship Management software, today announced a partnership that provides financial advisors easy access to a more comprehensive client snapshot. The integration of ByAllAccounts’ account aggregation