United Planners works with a large range of technology affiliates and directly integrates with those through our back office business processing technologies called "Advisor Front Office". Through United Planners these technologies can allow you to do things such as having a totally paperless office, automatic sharing between Redtail CRM and our forms and Advisor Front Office, mobile apps for clients, web based, goal based and asset based financial planning software, Single Sign-On to multiple technology offerings through one United Planners login, VA sales analysis tools, a Client Portal, and much more!