Your clients will be able to login directly at your custom designed AdvisorFlex™ 2.0 Website and access the features and information you only want them to see.

Advisor Products' Client Portal Extends Redtail CRM For Financial Advisors

By Advisor Products Inc.

Advisor Products, a leading financial advisor technology and marketing company, and Redtail Technology, developer of a widely-used CRM system for advisors, announce a client-facing CRM integration that can bring web 2.0 technology to advisors.

A.B. Data’s Client Portal Provides Secure Online Access to Case Administration Statistics

By A.B. Data, Ltd.

A.B. Data announces a web portal that provides instant access to detailed case administration reporting

Trade Wings, Inc. Develops New XNet Architecture for Business Intelligence

By Peter Curtis

In response to a growing need for custom business intelligence solutions, Trade Wings, Inc. is restructuring its client portal architecture to seamlessly deliver information to a variety of clients and users.

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