Lincoln Financial Building Presence Among Advisors
Lincoln Financial has announced new partnerships with eMoney Advisor, a wealth management and financial planning software provider, and Redtail Technology, a provider of client relationship management (CRM) solutions for financial services firms.
“These partnerships mark our continued commitment to systematically removing all points of friction that fee-only advisors may face as they look to integrate Lincoln variable and fixed annuities as part of their clients’ portfolios. The new data and technology capabilities offered through eMoney and Redtail help to better support the business needs of these advisors – from planning and client experiences, to aggregation and portfolio management.” – VP and Head of Registered Investment Advisor Distribution, Lincoln Financial Distributors, Tad Fifer.
Fee-only advisors using the eMoney platform will receive a more comprehensive snapshot of their Lincoln annuity accounts, enabling them to more fluidly include commission-free insurance solutions in their client portfolios. And Lincoln’s integration with Redtail will help advisors simplify the management of their businesses – cutting down on the time needed for manual processes and improving their overall workflow.
These new integrations are the latest enhancements Lincoln has made in a series of decisions to help build its presence among registered investment advisors.