Quadron, Redtail to Build Client Management Data Exchange
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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