Redtail is a web-based Client Relationship Management (CRM) system which allows financial professionals to manage their client base through detailed tracking of client’s data, streamlining workflows by generating tracking activities, and integrating with many third party services.  Customized for Cadaret Grant Representatives, Redtail combines an online agenda with a business development relationship management application.  It ensures clients stay top of mind with targeted messages.

-Stay in touch with new and existing clients using automatic communications.

  • Available through mobile technology.
  • Wide array of client and account reporting and exporting.
  • Organize practice workflow.
  • Automations make data entry a breeze.
  • Easily accessible client history of activity, notes, accounts and data changes.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.