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Client Management Tools

Successful financial professionals depend on creating and maintaining long-lasting relationships with clients. That is why The Investment Center gives you access to popular customer relationship software.


Redtail Technology™

Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional. This is not your typical off-the-shelf CRM solution, rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, Redtail CRM, is easy to use, quick to deploy and delivers a rapid return on investment.


Grendel Online™

Designed by a panel of top producing advisors, Grendel Online goes well beyond your typical CRM system. Grendel Online CRM includes workflow management, opportunity tracking, product management, account management and much more. Grendel Online is truly a practice management solution that was made specifically for financial advisors by financial advisors. 


Act4Advisors™

Act4Advisors ‘adds on’ a financial services interface to the ACT! by Sage software. The customization includes pertinent industry features, such as personal information fields, basic account and insurance information, custom reports, web portal and document management with scanning capabilities.


Broker's Ally Pro™

Broker's Ally Pro includes 30 customizable data fields designed specifically for NetX360™ users. This integrated database and word processing system enables users to manage customer and prospect relationships in one place.