ShareFile Blog

ShareFile + Redtail: partnering to simplify client management

Citrix ShareFile and Redtail have long served financial professionals, and integrations make it possible to manage important client files stored with ShareFile directly from your Redtail client relationship management (CRM) system.

With ShareFile’s security, financial advisors no longer have to worry about the privacy of their client’s  data. And they can finally manage and transfer that data in a simple, intuitive way — using the convenient web interface, mobile apps, automatic synchronization or directly from their email client. Likewise Redtail CRM was designed specifically to fit the workflow of financial professionals, so you can spend your time building your business rather than tailoring an application built for general business purposes.

To learn more about how you can link your ShareFile and Redtail accounts for easy, secure file access directly through your CRM, visit Redtail’s site.

Do you have a perfect workflow between ShareFile and your other business software? Are there other software partnerships you would like to see from ShareFile? Comment below to let us know.