April 2016 - Redtail Technology

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25 Apr 2016

Redtail Technology Announces Dynamic Financial Technology Integration; Adds Zapier to CRM Platform

Category: Press Release

Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Z...

21 Apr 2016

Morningstar And Redtail Technology Announce Expanded Agreement, Adding Redtail’s Robust CRM Functionality To Morningstar Office For Financial Advisors

Category: Press Release

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capab...

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