Vanare, Redtail Streamline Account Opening for Financial Advisors and Their Clients

Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship management solutions for financial services firms, have launched an integration that will allow Vanare users to sync client contact information directly from their Redtail CRM.  The integration is available through Vanare's NestEgg, a white-labeled…