Do Data Differently

The most essential information from your CRM, risk tolerance scoring, and financial planning applications automatically centralized in one, easy-to-navigate platform. 

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Every tech company has a definition of integration.  None are nailing it.

That's because integrating one solution into the another forces you to choose a core platform from across categories, when what you really need is the best applications from within each category

  • Seamless single sign-on and multiple integration points 
  • Two-way data flow and automatic sync between applications 
  • Pre-filtered to deliver only the most essnetial info you need, quickly and easily 

Power Your Platform with the Data You Trust

 

 

CRM

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions, in the financial services industry. Easily affordable, easy to implement, and offering integration with many of the industry’s most widely used applications. Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.

Risk Analysis

Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to empower the world to invest fearlessly. To learn more, visit www.riskalyze.com.

Voice-Over IP


Jive provides cloud-based phone systems and Unified Communications services for high-growth businesses and public sector institutions needing a scalable platform that is more flexible and cost-effective than their existing legacy systems. Jive’s cloud architecture offers an integrated, seamless experience that provides richer context and creates more efficient connections between co-workers and clients. The cloud delivery model ensures that each organization always has the latest technology, features, and applications—making Jive the last phone system you’ll ever need.

Client Insight, Instantly

An industry-first integration with leading Voice-Over IP provider, Jive Communications, simplifies the path to essential client data.

  • Instantly access a Client Profile Card, pushed front and center on your dashboard each time a client calls
  • Link calls to client accounts and create opportunities to evaluate and improve client service and support
  • Monitor and record calls for easy compliance record-keeping

Ready to learn more about Jive?

Contact the Advisor Metrix Jive team at: 

844-588-4559
advisormetrix@jive.com

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