Retriever for the Desktop 1.9.1

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.