eMoney 360 and eMoney 360 Pro offer advisors an aggregated, comprehensive view of their client’s financial portfolios, as well as, a secure online storage Vault, a Personal Client Financial Home Page, and eMoney Mobile giving advisors and their clients access to important financial data via their Blackberry, iPhone or other PDA device.

eMoney 360 offers thirteen Needs Analysis Tools - from Education to Estate Planning –for advisors to custom tailor their advice and product recommendations to help address specific client needs. eMoney 360 Pro provides advisors with a full suite of planning tools to meet the diverse needs of their clients including Advanced Planning, Needs Analysis, Retirement Income, Investment Planner and Organization Manager.

eMoney 360 and 360 Pro also integrate with other leading advisory tools such as Redtail CRM, Microsoft Outlook, Microsoft Excel, Mimeo.com, and more.

Redtail Technology is a leading provider in the financial services industry of web-based Client Relationship Management (CRM), paperless office and email archiving solutions. Redtails products are affordable, easy to implement and offer integration with many of the industry’s most widely-used applications.

“CRM is ultimately about not only acquiring and managing your clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency.” Take a few minutes to learn how Redtail can help you.

For additional information on Redtail Technology or to sign up for a 30 day free trial, visit their website at www.redtailtechnology.com or call 1-800-206-5030.

Email compliance is a fact of life for businesses today. Whether it is federal, state or corporate, most companies have to comply with some sort of compliance policy, regulation or law. They must also take steps to ensure that personnel are aware of the policies and take the proper steps to comply with them.