List of Plain Wealth Customers
Wichita, 67202, KS,
United States
Since 2010, our global team of researchers has been studying Plain Wealth customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Plain Wealth for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Plain Wealth for Asset and Wealth Management include: Redtail Technology, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Plain Wealth, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Plain Wealth customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Redtail Technology | Professional Services | 20 | $2M | United States | Plain Solutions | Plain Wealth | Asset and Wealth Management | 2021 | n/a |
In 2021, Redtail Technology partnered with Plain Solutions to integrate the Plain Wealth client application, announcing the integration at Plain Wealth product launch in August 2021. The implementation positions Plain Wealth inside the Asset and Wealth Management category as a CRM integration use case for advisors operating in the United States.
Plain Wealth was configured to expose a branded client portal and a Redtail CRM integration module that allows advisor users to pull contact and financial data into client-facing views. Configuration work focused on field mapping from Redtail CRM to the Plain Wealth portal, onboarding workflow templates, and advisor-facing account summaries consistent with Asset and Wealth Management functional patterns.
The deployment integrated the Plain Wealth client app with Redtail CRM to enable synchronous and near real time data pulls of contact and financial information, supporting advisor onboarding and ongoing client engagement. Operational coverage targeted advisor and client service workflows within the United States, and the implementation relied on standard CRM-to-portal integration techniques to surface CRM records in the branded portal.
Governance and rollout centered on portal branding controls, CRM data mapping rules, and advisor access governance to ensure consistent onboarding flows. The stated outcome was to accelerate onboarding and client engagement by enabling advisors to leverage Redtail CRM data directly within the Plain Wealth client portal.
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