The impacts of COVID-19 are being felt everywhere. In consideration of our staff’s safety and health, our teams will be working from home until further notice. We remain committed to providing excellent service and support through these uncertain times.
Our support hours will be unchanged: Monday through Friday, 5am – 5pm Pacific. Thank you and please be healthy and safe.
Contact: 800-206-5030
support@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
What else does Redtail offer?
Redtail integrates with hundreds of industry partners.
More about Redtail
What do raving fans say?
Sarah was very professional and wonderful to speak with. She was able to answer my question right away and provide additional information as well. Thank you.
Jaqueline was exceptional to work with!!! This is the kind of customer service you would always hope for! Pleasant, quick, thorough, careful with great follow through!!
Eric was kind professional and efficient. He listened to my problem and walked me through and it is fixed !!!! He is an asset for Redtail !!!
Alex was a HUGE help today. Thank you again Alex for your help today on the mail merge questions and for being so nice when I was working to get my issues fixed. LOVE REDTAIL and the help we get.
CEO Roundtable: Leading Through Change in The Age of COVID-19
Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change management, virtual culture building, leading by example and more.
April 9, 2020
Steadiness stands out in times of disruption
Redtail’s Director of Sales David Mehlhorn shares his thoughts on how advisors might approach dealing with disruptions such as COVID-19.
April 8, 2020
New Integration with fpPathfinder!
fpPathfinder is a financial planning tool aimed at helping diligent advisors ensure their client is on the right planning path. This integration allows you to launch their Checklists from Redtail and save back to Redtail as Client Notes upon completion.
April 6, 2020