Quadron, Redtail to Build Client Management Data Exchange

david-fetter-quadron-data
David Fetter, Quadron Data Solutions

The integration will feature a two-way data stream for CRM and account opening functions.

Data management provider Quadron Data Solutions, based in Denver, Co., has announced it will integrate its AccountQ solution with Redtail Technology's web-based client relationship management (CRM) solution.

The integration will provide a data exchange whereby Redtail's CRM information will prepopulate AccountQ, a platform used by investment advisors for opening accounts. Quadron will conversely provide Redtail with client profitability and revenue data.

"What separates this integration from others is that it utilizes a two-way data exchange between the solutions. With regulations like FINRA 2090 Know Your Customer, it's important to have a holistic view of client data. Our planned feed of aggregated account values enhances client management to provide advisors with a more complete view of their business," says David Fetter, Quadron's CEO.

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