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.


Ebix’s SmartOffice helps growing firms manage multiple lines of business and a large client base from anywhere, anytime—all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor. An easy-to-use, cloud-based, financial advisor solution, SmartOffice ties together the diverse pieces of your business: people, process, and systems. As a result, your entire office can do business faster while building and maintaining strong client relationships that drive more business.


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.