Contact: 800-206-5030
support@redtailtechnology.com
sales@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Billing:
Mon-Fri 6am-3pm
Pacific Time
Redtail Technology > News > Integrations
22 Dec 2023
Redtail Blog Feature Graphic - Integration News
New integration with FDC Plan on Purpose!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
06 Dec 2023
Redtail Blog Feature Graphic - Integration News
New integration with TagInbox!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
30 Nov 2023
Redtail Blog Feature Graphic - Integration News
New integration with Smart Kx!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
31 Oct 2023
Redtail Blog Feature Graphic - Integration News
New integration with Altruist!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
25 Oct 2023
Redtail Blog Feature Graphic - Integration News
New integration with Annuities Genius!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
02 Oct 2023
Redtail Blog Feature Graphic - Integration News
New integration with Financial Seminar Services!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
28 Aug 2023
Redtail Blog Feature Graphic - Integration News
New integration with RingCentral!
Category: Integrations
The RingCentral Unified CRM extension embeds a fully functional webphone into Redtail, making it easier to connect and communicate.
28 Aug 2023
Redtail Blog Feature Graphic - Integration News
New integration with Wealth.com!
Category: Integrations
In this new integration, advisors can tie Wealth.com-specific fields to UDFs in Redtail as well as triggering Client notes in the CRM from actions taken in the Wealth.com platf...
17 Aug 2023
Redtail Blog Feature Graphic - Integration News
New integration with Optivice!
Category: Integrations
In this new integration, advisors can sync contacts to Optivice and pull credit score information for those clients from Optivice to Redtail.
13 Jul 2023
Redtail Blog Feature Graphic - Integration News
New integration with CogniCor!
Category: Integrations
In this new integration, CogniCor's Meeting Assistant enables users to automate manual tasks such as creating agendas, capturing meeting notes, scheduling calls, and more.