Redtail integrates with Flourish, Morningstar partners with Asset-Map
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Cash management fintech Flourish can now pull client data directly from Redtail's CRM system to prefill application forms, while Morningstar will integrate Asset-Map client engagement technologies.
A pair of big-name providers of financial advisor technology announced new integrations to expand the services they provide.
Cash management fintech Flourish Cash can now pull client data directly from Redtail Technologies’ client relationship management software to prefill application forms on
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