Retriever for the Desktop 1.9.1

Redtail Technology ❘ Commercial

Redtail Technology offers a desktop application called Retriever, which is designed for financial advisors to manage their client information efficiently.

The software allows advisors to easily search and retrieve client data from their database.
Retriever also provides a calendar feature that allows advisors to schedule appointments and tasks, set reminders, and view upcoming events.
The software can also generate reports on client accounts, including investment performance and asset allocation.

Retriever has a user-friendly interface that requires minimal training to operate. It is available for both Windows and Mac operating systems.

Retriever is a reliable and convenient solution for financial advisors looking to streamline their client management process.

Overview

Retriever for the Desktop is a Commercial software in the category Business developed by Redtail Technology.

The latest version of Retriever for the Desktop is 1.9.1, released on 02/18/2008. It was initially added to our database on 10/29/2007.

Retriever for the Desktop runs on the following operating systems: Windows.

Retriever for the Desktop has not been rated by our users yet.

Pros

Retriever for the Desktop by Redtail Technology offers a simple and user-friendly interface, making it easy for users to navigate and access information.
The software provides efficient data storage and organization capabilities, allowing users to quickly retrieve important client information and documents.
It offers robust search functionality, enabling users to easily search for specific client details or documents within the system.
Retriever for the Desktop offers customization options, allowing users to tailor the software to their specific needs and workflow.
It provides seamless integration with other Redtail Technology products, creating a comprehensive and efficient system for managing client information.

Cons

The software may have a learning curve for new users who are not familiar with similar CRM systems or document management tools.
Some users may find the pricing of Retriever for the Desktop by Redtail Technology to be on the higher end compared to other similar software solutions.
There may be occasional performance issues or bugs that can impact the user experience and productivity.

FAQ

What is Retriever for the Desktop?

Retriever for the Desktop is a software application developed by Redtail Technology that allows users to easily access and retrieve data from their CRM system directly on their desktop computer.

What features does Retriever for the Desktop offer?

Retriever for the Desktop offers a range of features including quick search functionality, easy data retrieval, customizable reporting, contact management, task management, and calendar integration.

How do I install Retriever for the Desktop?

To install Retriever for the Desktop, simply download the installation file from the Redtail Technology website and follow the on-screen instructions. The installation process is quick and straightforward.

Can I use Retriever for the Desktop on multiple computers?

Yes, Retriever for the Desktop can be installed and used on multiple computers. However, each user will need to have their own licensed copy of the software.

Is Retriever for the Desktop compatible with Mac computers?

No, Retriever for the Desktop is currently only compatible with Windows operating systems. However, Redtail Technology does offer a separate version of Retriever for Mac users called Retriever for Mac.

Does Retriever for the Desktop integrate with other software applications?

Yes, Retriever for the Desktop can integrate with various CRM systems and popular email clients such as Microsoft Outlook. This allows for seamless data synchronization and improved workflow efficiency.

Is there a mobile version of Retriever available?

Yes, Redtail Technology offers a mobile app called Retriever Mobile that allows users to access and manage their CRM data on their smartphones and tablets.

Can I customize the appearance of Retriever for the Desktop?

Yes, Retriever for the Desktop provides options for customization such as choosing color themes, configuring layout preferences, and creating custom reports. Users can personalize their experience to suit their individual needs.

How often are updates and new features released for Retriever for the Desktop?

Redtail Technology regularly releases updates and new features for Retriever for the Desktop. These updates may include performance enhancements, bug fixes, and additional functionality based on user feedback and market demands.

What support options are available for Retriever for the Desktop?

Redtail Technology provides various support options for Retriever for the Desktop, including online documentation, user guides, knowledge base articles, and customer support via email or phone. Additionally, there may be training resources available to help users maximize their productivity with the software.

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