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Average Ratings 2 Ratings

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ease
features
design
support
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API Access

Has API

API Access

Has API

Screenshots View All

No images available

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Integrations

AppointmentCore
CallHarbor
Chat Agents
CircleBlack
Formstack Documents
Go Integrator Cara
Levitate
Marsview Notes
MoneyGuidePro
Moneytree
Monster VoIP
Morningstar Advisor Workstation
Pulse
Raklet
Referral Factory
RightCapital
Riskalyze
Simplii
T-Max Phone Systems
Wufoo

Integrations

AppointmentCore
CallHarbor
Chat Agents
CircleBlack
Formstack Documents
Go Integrator Cara
Levitate
Marsview Notes
MoneyGuidePro
Moneytree
Monster VoIP
Morningstar Advisor Workstation
Pulse
Raklet
Referral Factory
RightCapital
Riskalyze
Simplii
T-Max Phone Systems
Wufoo

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Financial Cloud

Founded

2014

Website

www.financial-cloud.com

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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