RetireUp Partners with Redtail to Power Next Generation Retirement Income Planning Platform

This article was originally posted on PR News Wire on February 28th, 2018.

RetireUp, a retirement income planning solution for financial service providers, today announced an integration with Redtail Technology (Redtail), a leading client relationship management (CRM) software for financial advisors. This integration will power RetireUp's entire suite, including its newest product, RetireUp Pro, an end-to-end retirement planning tool that enables advisors to build customized retirement income plans for clients in minutes.

"Our software was built fully with the client in mind, bringing the advisor and the client on the same side of the table and equipping the advisor with the tools needed to have the most transparent financial discussions possible," said RetireUp President and Chief Sales Officer Michael Roth. "Redtail is the most user-friendly, comprehensive CRM in the business. This integration only furthers our advisors' ability to streamline back-end processes and client workflow, enabling them to re-focus their time on what they do best: working with clients to achieve optimal financial outcomes."

RetireUp Pro, which launched in October 2017, provides back-office solutions specifically suited for an advisor's fiduciary role. Features include automated form-filling and transaction history documentation to ensure the advisor remains fully compliant. These capabilities, paired with Redtail's web-based, user-friendly interface, will allow advisors to feel confident that they are providing the most informed, personalized, and powerful financial plans for their clients.

"At Redtail, we believe that the most effective advisors are the ones who are armed with responsive, flexible technology," said Redtail CEO Brian McLaughlin. "We strive to be the most intuitive, integrated CRM solution on the market, and RetireUp's easy-to-use platform made them a perfect fit for us. RetireUp shares our goal of helping advisors reach their maximum potential, and we're excited to be a part of their client-first vision."  

The Redtail integration is available for all current users of RetireUp. For more information about RetireUp, visit For more information about Redtail, visit

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About RetireUp

RetireUp transforms client conversations into the centerpiece of the Retirement Income Story© - with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets. RetireUp's web-based tool sets itself apart with a focus on the distribution phase of retirement, the ability to model annuity and insurance products, and an engaging interface. The tool provides a useful balance between basic retirement calculators and complicated retirement planning tools. RetireUp works with enterprises, registered representatives, independent financial advisors and RIAs. For more information go to

About Redtail Technology

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions, paperless office, and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. 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. Visit for more information.

Media Contact:
Olivia Gagnon
FiComm Partners
D: (917) 636-4809


Topics: Press