Extensive Integrations
Connect your CRM to your existing tech stack with our wide range of robust integrations.
The Applications You Need To Work
With hundreds of deep integrations and a flexible open API framework, you can create the tech stack that works best for your business.
RetireReady
RetireReady Solutions provides retirement planning software designed to help financial advisors educate clients and participants with confidence. Since 1986, RetireReady Solutions has developed innovative retirement readiness tools that simplify complex retirement decisions and help advisors move client conversations from sales to education. Its flagship product, The Retirement Analysis Kit — TRAK — helps advisors answer real-life retirement questions through clear, visual, and easy-to-understand retirement illustrations.
TRAK supports advisors working in the 401(k), 403(b), 457, and federal retirement markets, with tools for retirement needs analysis, paycheck analysis, Social Security timing, Roth conversions, tax-wise retirement income strategies, pension maximization, and more. TRAK also includes over 700 built-in pension plans, helping advisors illustrate pension benefits, survivor options, COLAs, and retirement income scenarios more efficiently.
By helping advisors simplify planning, educate clients, and engage participants, RetireReady Solutions equips retirement professionals to provide clearer guidance, build stronger relationships, and help individuals answer one of life’s most important questions: “Am I ready to retire?"
2479-U-26238
See Why 100,000+ Advisors
Trust Redtail Every Day
Built for advisors. Trusted by teams. Redtail makes CRM simple, smart, and seamless.
1554-U-25155