TOTAL Online's
Integration with Redtail

Money Tree Software’s TOTAL Online is integrated with Redtail Technology Inc.’s web-based CRM. This integration allows you to access your Redtail client data in TOTAL Online to streamline your process for creating financial plans. 

 Access Redtail Client Data

TOTAL Online's Integration with Redtail

Using TOTAL Online's integration with Redtail, advisors can quickly and easily access asset information to jump-start data entry for creating or updating financial plans.  Advisors can now seamlessly access Redtail client data, including:

  TOTAL's Retail Integration Guide  - Account Information
    - Balances
    - Positions

View the TOTAL Online Integration with Redtail guide to walk through the steps of accessing asset information using Money Tree's TOTAL Online.
 

Streamline Your Planning Process Today with TOTAL Online's Integration with Redtail Technology Inc.

About Money Tree Software
Money Tree Software offers multiple financial planning solutions to address the unique and varying needs of advisors and their clients. For advisors seeking an easy and effective planning solution, Silver provides engaging big-picture planning. For advisors needing a powerful and flexible solution, TOTAL provides fine-tuned planning with the unique ability to create goal-based and cash flow-based reports, allowing advisors to plan for any client situation. Desktop and online editions of Silver and TOTAL are available. Additional information is available at moneytree.com.

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. Additional information is available at redtailtechnology.com.



TOTAL's in-depth planning captures and analyzes your client's current financial situation and illustrates impacts of important decisions on your client's financial future. Cover the planning needs of all your clients and choose the most suitable approach for your client's financial situation with TOTAL's goal-based and cash-flow based planning options. 

Schedule a DemoStart a Free TrialLearn more about in-depth planning with TOTAL.  
Start a 30-day trial or schedule a demo.

   

In-Depth Financial Planning 

  • Help clients' make financial decisions by creating complete financial plans.
  • Capture details of clients' current situations and add future changes at any age with TOTAL's highly-flexible data.
  • Cover all your clients' planning needs with TOTAL's comprehensive planning analysis.

Goal and Cash-Flow Planning Approaches

  • Choose the projection with the highest suitability for clients' financial situations and planning needs. 
  • Goal-based planning is an excellent approach for clients' planning ahead for goals of the future.
  • Cash-flow planning is ideal for complex client situations, or when tracking all the cash flow details is necessary for a thorough analysis.  

Accurate and Verifiable Results

  • Analyze clients current situations and trade-offs with highly accurate, industry-proven calculations.
  • Verify results quickly using the report audit trials where every number can be broken down and reconstructed.

Schedule a DemoStart a Free TrialLearn more about in-depth planning with TOTAL.  
Start a 30-day trial or schedule a demo.   

     

Complete planning for demanding client situations.

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Need more information? Call Us 1-877-421-9815
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