Financial Services CRM Software Resources

That's an interesting idea, Tia! We're working with other clients on this very topic and will have your relationship manager, Hugh, reach out to you directly for more input.

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I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD calcs, since mid-year rollovers/transfers, inherited IRA complications and other factors make this complicated. We appreciate that Redtail will generate an RMD client list, and do an independent review for each client to ensure their RMDs are satisfied, considering their specific account and account history.

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AIM’s Deal-tracking functionality optimizes the evaluation process of fund and direct investment opportunities from sourcing to completion. The AIM CRM holds every piece of information you have on a potential investment — deal information, fund details, due diligence — allowing you to make informed and efficient decisions. Once you’ve built your portfolio, AIM provides powerful tools to track all performance-related aspects over time including valuation information and other critical metrics.

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