Inc. Magazine Unveils Its 37th Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000

Posted On: Aug 16 2018 05:19 AM For the 6th Time, Redtail Technology Appears on the Inc. 5000, Ranking No. 4436 NEW YORK, August 15, 2018 – Inc. magazine today revealed that Redtail Technology is No. 4436 on its 37th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Microsoft, Dell, Domino’s Pizza, Pandora, Timberland, LinkedIn, Yelp, Zillow, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. Not only have the companies on the 2018 Inc. 5000 (which are listed online at Inc.com, with the top 500 companies featured in the September issue of Inc., available on newsstands August 15) been very competitive within their markets, but the list as a whole shows staggering growth compared with prior lists. The 2018 Inc. 5000 achieved an astounding three-year average growth of 538.2 percent, and a median rate of 171.8 percent. The Inc. 5000’s aggregate revenue was $206.1 billion in 2017, accounting for 664,095 jobs over the past three years. Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. “If your company is on the Inc. 5000, it’s unparalleled recognition of your years of hard work and sacrifice,” says Inc. editor in chief James Ledbetter. “The lines of business may come and go, or come and stay. What doesn’t change is the way entrepreneurs create and accelerate the forces that...

Redtail Technology Establishes Atlanta as East Coast Headquarters to Accommodate Growth

The office will house 50 employees in Atlanta’s tech and creative hub. SACRAMENTO, Calif., April 5, 2018 /PRNewswire/ — Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GAoffice to Atlanta, GA to accommodate its rapidly growing employee-base. The new office, which will be the company’s newly established East Coast headquarters, will provide capacity for future growth as the company prepares to more than double its customer service team. The 12,800 square-foot office is located in West Atlanta’s tech and creative hub in the Ellsworth Office Lots. True to Redtail’s culture, the building is dog and eco-friendly and includes bike parking, electric charging stations for cars and direct access to private outdoor space. The new structure is also home to market and café Star Provisions and Bacchanalia, one of Atlanta’s top-rated restaurants. Christian Devlin, first vice president at CBRE, represented Redtail in the office lease transaction. “Our employees are our greatest asset, which is why Redtail is committed to building and creating the best possible work environment for our team,” said Redtail CEO Brian McLaughlin. “We attribute our explosive growth to our warm company culture, talented employees and the unparalleled service and offerings we provide to financial advisors. With this expanded footprint, we’re also excited to attract Atlanta’s top talent while continuing our mission of being the employer of choice and helping financial advisors reach their goals every day.” The establishment of the Atlanta headquarters is further evidence of the company’s rapid growth nationwide. Last year, Redtail purchased and built out their West Coast headquarters in Sacramento, California, and leased a new office for their sales team in Chandler, Arizona. Since the Company’s founding 15 years...

Redtail Technology Unveils Redtail Speak; First of Its Kind Compliance-Approved Text Messaging Solution for Financial Advisors

Platform embedded directly in Redtail CRM improves advisor-client communication GOLD RIVER, Calif., Oct. 5, 2017 /PRNewswire/ — Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, announced Redtail Speak, a compliance-approved, real-time communication platform for financial advisors. The first of its kind, Speak is embedded directly in the Redtail CRM and enables advisors to communicate with clients safely and securely via text messages. Speak allows advisors to provide a higher level of service to their clients while remaining compliant with all federal rules and regulations, including FINRA’s new regulatory notice which states that all text messaging conversations must be recorded. Every conversation, message and document is fully searchable and automatically archived, recorded daily and shared with the advisor’s email surveillance provider, offering advisors a safe, compliance-approved way to communicate with their clients. “At Redtail, we are dedicated to building next generation technology for financial advisors, and Speak is the culmination of years of research, software development and advisor feedback,” said Redtail Technology CEO Brian McLaughlin. “If advisors are already texting their clients, chances are they’re doing it out of compliance, and if they aren’t, they’re missing out on a huge opportunity. Today, people have come to expect real-time communication, and Speak’s revolutionary software enables advisors to meet those needs.” Redtail Speak, which is based on an award winning project from Fuse 2015, is completely customizable to fit the needs of every advisor and client, aligning with communication preferences from a range of generations. Advisors simply send a message through Speak to a client’s mobile number, and when the client replies via text, the...

Tailwag 2.0

Here’s a quick rundown of some of the changes you’ll find greeting you in Tailwag v.2.0 when you login to your CRM on February 9, 2017. Bear in mind that these are just some of the more significant updates and that you’ll find much more to make your working life easier as you dig into everyday usage in Tailwag v.2.0.​   “Today’s Overview” is now “Today” That’s right – Today’s Overview is now, simply, Today. The aim is to increase efficiencies and put your most pressing items directly in front of you upon login. Everything you’re used to seeing here will still be accessible from your tabs along the top of the page, just as Market News, Reminders and Accounts have been in the past.         Contact Overview – One look is all you need More important information about your clients and prospects than ever is now accessible directly from their Overview page. Their Timeline has been moved to a page within their record to make their Activities, Notes, Keywords, UDFs, IDs, etc., immediately available upon entering a contact record.       Notes – view what you want Notes now display in a more uniform fashion and Note Comments are hidden unless you click to view. These changes make scanning your notes easier and load times much swifter.               Calendaring made easier Bolder fonts and a revamped print Calendar make tracking your activities easier both online and off.         Roles – simplify Workflow Task assignments We recognize that every office has team members serving specific Roles...

Financial Media Exchange and Redtail Technology Announce the Integration of Redtail’s Robust CRM Functionality with FMeX’s Innovative Content-As-A-Service Platform for Financial Advisors

NEW YORK, Aug. 1, 2016 /PRNewswire Financial Media Exchange (FMeX), a leading provider of financial content, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into FMeX’s Content-As-A-Service platform for financial advisors. The CRM integration expands Financial Media Exchange’s relationship with Redtail, a leading provider of CRM solutions for financial professionals. The companies worked together to provide access to Financial Media Exchange’s content from the Redtail CRM user interface. Now, advisors can transfer data between firms to reduce redundant entry and provide up-to-date client and account data within the Redtail CRM interface. Dave Connor, Financial Media Exchange’s Vice President of Channel Development, said; “Incorporating Redtail CRM as a core functionality in FMeX’s platform is another example of our focus on helping advisors demonstrate value to their clients by embracing an open technology ecosystem to improve the daily management of their practices. We want to deliver an experience for advisors that best meets the needs of today’s investor.” “Redtail and FMeX share a commitment to investing in innovations that keep financial advisors ahead of fluctuating investor demands,” Brian McLaughlin, CEO of Redtail Technology, said. “The evolution of Financial Media Exchange’s Content-As-A-Service offering illustrates their continued commitment to delivering valuable tools built specifically for independent advisors.” “Our formula is really simple” explained Ric McConkey, CEO of Financial Media Exchange, “FMeX wants to help financial advisors ensure that their content is relevant, distributed effectively on the right device, at the right time and to the right client.” About Financial Media Exchange, Inc. FMeX is the world’s largest content library built exclusively for the financial services industry. Our single mission is to help...

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

GOLD RIVER, CA   Zapier redefines integrations by allowing unprecedented level of dialogue between financial technologies within advisory businesses The new feature removes financial advisors’ dependency on direct integrations between providers  Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Zapier. Zapier represents the leading edge of technology with regard to integrations, offering the single most advanced level of platform to platform dialogue available, bar none. Less than five years ago, the most in-depth integration would be a Single Sign On, or at best, a manual sending of information from one tool to another. Now, not only do advisors have the ability to seamlessly send valuable information between numerous tools, but they can also integrate tools directly within the CRM, regardless of whether they are “officially” integrated with one another, or with Redtail. “Those who know financial technology have known for some time that an advisory firm’s CRM is the foundation upon which their technology engine runs,” says Brian McLaughlin, CEO of Redtail. “Our integration with Zapier epitomizes this core truth. We are very pleased to offer our advisor partners cutting edge technological innovation on an ongoing basis and this partnership illustrates our commitment to that approach.” The integration between Redtail and Zapier removes the necessity for Redtail to directly integrate with a wide variety of technology platforms requested by users. Traditionally, integration is achieved when the right technicians from each company forge a common language that enables them to build a bridge between the two platforms. With Zapier, those bridges are already built, and users can now...