The integration combines FinFolio's investment management, trading, billing and client portals with Redtail's CRM functionality. DENVER, CO, June 20, 2022 /24-7PressRelease/ - FinFolio, a leading solution for investment management and trading software, today announced a partnership with Redtail, the market-leading CRM solution for financial advisors. The integration allows investment and wealth managers to synchronize data [...]
