"We are excited to work with Pershing as the first custodian to reach this level of integration with our CRM system," said Brian McLaughlin, CEO/CTO at Redtail Technology. "Pershing's NetX360 platform will now be able to pull data from the Redtail CRM to augment a transaction and make the client onboarding process easier for all advisors.""Client onboarding and account opening is a time consuming process and so we were eager to hear how the integration of Redtail and NetX360 could help simplify it and save us time," said Mario Monterio, senior vice president, chief operations officer/chief information officer at MoneyConcepts. "The result is that our advisors save a significant amount of time, time that they can now put to servicing existing clients and identifying new prospects – and all it took to activate the new software was a quick phone call to our client manager."
Pershing Integrates Redtail Technology To Simplify Client Onboarding For Advisors
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