Redtail Technology, Inc.

Redtail Yourefolio Integration Estate Planning

Yourefolio is proudly partnered with Redtail Technology to bring you an integration that you'll definitely
want to check out. Yourefolio users can easily sync client data in real time from their Redtail account into
the Yourefolio platform.

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions
for the financial adviser. Redtail is bringing next-generation technology to the financial adviser to help them
better manage their client base so that they can have MORE TIME, earn MORE MONEY and have
MORE FUN!

You can learn more about this integrations's setup and funtionality here.

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