Lead and Proposal Generation Activities Completed on FTJ FundChoice’s Technology Platform Now Connected with Redtail CRM
HEBRON, Ky., May 30, 2018 (GLOBE NEWSWIRE) — FTJ FundChoice, a national turnkey asset management firm with over $10B assets under administration, has announced an integration with Redtail Technology (Redtail), a provider of web-based Client Relationship Management (CRM) solutions for financial services firms. Utilizing AdvisoryWorld’s connectivity, FTJ FundChoice and Redtail shared advisor-clients can now see their prospect and client activities, completed via FTJ FundChoice technology, populate new contacts and activities in Redtail CRM.
FTJ FundChoice and Redtail were able to quickly deliver this new functionality to their shared clients by partnering with AdvisoryWorld, a leading software provider for financial advisors and an FTJ FundChoice technology partner. This bi-directional integration not only pulls client data from FTJ FundChoice’s proposal tool to seamlessly create a new contact in Redtail CRM, but also it allows advisors to initiate the FTJ FundChoice proposal tool from Redtail CRM. The FTJ FundChoice proposal generation process is further reflected in Redtail CRM via new activity population and risk profile questionnaire response documentation. Additionally, advisors can import existing account and holdings data stored in Redtail CRM in to FTJ FundChoice’s proposal tool to assess if a client’s risk score is aligned with that of their recommended portfolio allocations.
“At FTJ FundChoice, we work endlessly to minimize distractions for financial advisors so that they can focus their time on what is most important to them,” said Dean Cook, President & CEO of FTJ FundChoice. “This integration is a testament to our team’s focus on finding new ways to not only decrease the time spent by an advisor on operational tasks but also get our advisor-clients the upgrade quickly and in the most efficient manner possible.”
Per a recent Cerulli report, financial advisors spend 20% of their workweek on administrative tasks. It is FTJ FundChoice’s continued mission to help advisors reallocate this precious time to revenue-generating activities. This integration is yet another example of FTJ FundChoice, Redtail Technology, and AdvisoryWorld’s firm commitment to helping financial advisors grow their practices and improve their user experiences across all platforms.
For more information on the FTJ FundChoice and Redtail integration, please contact the FTJ FundChoice Sales Team at 800.379.2513.
About FTJ FundChoice
Founded in 2001, FTJ FundChoice, LLC, an SEC Registered Investment Advisor, provides advisors access to independent asset allocation strategies and model trading functionality. FTJ FundChoice assists advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing and performance reporting, allowing the advisor to spend more time on client relationship-building activities. For additional information, visit www.ftjfundchoice.com.