Our belief is that Financial Success is Only Achievable if Clients, Advisors, and Resources (Companies) work together with an Effective System (The CARES Process™) to create Value, Sustainable Relationships, and our Mission of Making Life Better™ For Everyone™!
(A National Financial Information Services company) is a company focused on information technology services that are essential for clients, advisors and resource companies to make better financial decisions and to provide tools to manage the flow of vital and relevant information.
We partner with the best of breed technology companies in the business to help you reach your goals.
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. Redtail has been a strategic partner of IFA since 2004 and has helped IFA develop new and innovative solutions for servicing our clients.
Providing 21st Century solutions for the 21st Century insurance professional, Brokers Alliance® is focused upon providing you with unique, innovative, and personalized support. As one of the country’s leading independently- owned distributors of life insurance and annuities, we provide solutions that harness the power of new technology - combined with practical field experience - to help the insurance professional attract and implement solutions for the 21st Century client today, and grow and sustain their practice for tomorrow.