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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AppointmentCore
Asset-Map
CallHarbor
Chat Agents
CircleBlack
Desktop.com
Documati
Formstack Documents
Go Integrator Cara
Levitate
Moneytree
Morningstar Advisor Workstation
Moxo
Pulse
Quantower
Quickwork
T-Max Phone Systems
Wufoo
Zapier
Zocks

Integrations

AppointmentCore
Asset-Map
CallHarbor
Chat Agents
CircleBlack
Desktop.com
Documati
Formstack Documents
Go Integrator Cara
Levitate
Moneytree
Morningstar Advisor Workstation
Moxo
Pulse
Quantower
Quickwork
T-Max Phone Systems
Wufoo
Zapier
Zocks

Pricing Details

$150/month
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

Intrinio

Founded

2010

Country

United States

Website

intrinio.com

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

B2B Data

B2B Contact Data
B2B Intent Data
B2B Leads Data
B2B Marketing Data
Business Ownership Data
Company Data
Employee Data
Firmographic Data
Job Posting Data
Salary Data
Technographic Data

Big Data

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Financial Services

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

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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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