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, processes, and systems. As a result, your entire office can do business faster while building and maintaining strong client relationships that drive more business.

Wealthbox CRM

With an easy-to-view layout and a quick note-taking interface, you can keep track of notes, emails, files, financial information, and more. Name your workflow and create custom templates. Editing and coworker commenting allow collaborative flexibility to get work done with ease. With a modern “kanban” style interface to view progress, you can better manage opportunities to grow your book of business.

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