[quote=bluestars80]

I was provided different versions of Outlook, but they are suck,imo.  Is Broker’s Ally still the big dog? 

I want an all-in-one that reminds me of stuff I need to do, so I want the pop-up feature that gives you the 10 folks you need to call each day, etc.......

Thanks..........

Are any of the mentioned CRMs (Redtail, Act, Salesforce, Junxure, etc) able to receive client information directly from the B/D.



For example, if you clear through Pershing, will your clients’ information (account values) automatically feed in the system as opposed to manually putting it in?



As I look to go Indy, I want to pick a CRM that will provide this if possbile.



Thanks!

I’ve had good experience with Salesforce.com and am now using RedTail.  I don’t think any one CRM system can be the best at everything – pretty much depends on the needs of the Advisors practice but based on my own experience, Salesforce and RedTail do a good job meeting my needs.  Good luck in your CRM search.

[quote=Omar] Are any of the mentioned CRMs (Redtail, Act, Salesforce, Junxure, etc) able to receive client information directly from the B/D.



For example, if you clear through Pershing, will your clients’ information (account values) automatically feed in the system as opposed to manually putting it in?



As I look to go Indy, I want to pick a CRM that will provide this if possbile.



Thanks![/quote]



You can get to automatic account data feeds, although you might need another step in the process. We use Redtail and get account info updated each night, although that is done via an integration with Black Diamond, not directly from Fidelity. In other words, data from custodian >> Black Diamond >> Redtail.



These integrations are important time savers, although for my money the most important one is not getting it into the CRM but into the planning software. That saves huge time keeping the plan updated with current account values automatically.



Check out http://www.yoursilverbullet.net/ for a listing of various software vendors whose products integrate well together.

Morphius,



Thanks so much for that website link. So, you use Black Diamond for your performance reporting, which feeds data into Redtail. So, a couple of quick questions:



1. What type of data feeds into Redtail via Black Diamond? Is it basic demographic (name, address, etc) and account data (holdings)?



2. How much is Black Diamond? Can just about anyone who is independent use them?

[quote=Omar] Morphius,



Thanks so much for that website link. So, you use Black Diamond for your performance reporting, which feeds data into Redtail. So, a couple of quick questions:



1. What type of data feeds into Redtail via Black Diamond? Is it basic demographic (name, address, etc) and account data (holdings)?



2. How much is Black Diamond? Can just about anyone who is independent use them? [/quote]



1. Account info (positions, etc.) feeds into Redtail via BD. I don’t believe name/address, etc. feeds in, but we already had that info in Redtail so didn’t need to import it so I can’t be positive it’s not possible.



2. Anyone who pays for BD can use it, but it does have an annual minimum of something around $20K or so (payable monthly) so it may not be economically aimed at smaller RIAs. I seem to recall them saying their target is $50 MM AUM and larger. You can certainly use them if you are smaller i suppose, but it is a bit more expensive.



Hope that clarifies. Give BD a call yourself to get the details.

Thanks!

I recently set up an RIA and have been looking into “Redtail” and “Smart Office by EZData”.  Are you or anyone familiar with SmartOffice?

So I was just looking at salesforce last weekend (and playing with the demo they provided), and wow.  I’m totally in love (much more intuitive than GM, faster response, open architecture, etc…).  BUT, one thing that they said is that it has no native email integration (coming from goldmine, I figured this was standard by now). 

I see that there are some apps that can be added on to support integrated email.  Does anyone have any experience with Salesforce + email integration? 

See http://www.linkedin.com/groups?gid=2142314&trk=hb_side_g for a LinkedIn group regards Bill Good.

http://www.linkedin.com/groups?gid=2142314&trk=hb_side_g

For those using the Redtail CRM, do you use RedTail email as well, for the benefit of the integration?

Thanks!

Is there a difference between ACT advisor and ACT? Because someone is selling ACT 2008 for $36… vs ACT ADVISOR 299

Ran across something called Prophet today… seems interesting links in with Outlook.

I wanted to try and stick with CRMs designed for financial services/FAs, and, at Morphuis’ suggestion, took a look at Upswing.

any opinions on salesforce.com??

I signed up for Upswing too. I will post about it when I have had it a couple of months.

Anyone using Pareto Systems? Any feedback?

After using upswing now for a little bit…

redtail, Upswing, Smartoffice