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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
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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
29
Jan
2020
New Integration with Timeline!
Category: Integrations
We are excited to announce an integration with Timeline, a fintech company that provides advisors with next-generation retirement income software.
28
Jan
2020
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Category: Press Release
Timelineapp Tech Limited (Timeline) and Redtail Technology (Redtail) announced an integration that will enable advisors to seamlessly import client details, account holdings, a...
27
Jan
2020
An Intimate Conversation With Riskalyze And Redtail CEOs
Category: Integrations
We hope you'll enjoy this intimate conversation between Aaron Klein, Riskalyze's CEO, and Brian McLaughlin, Redtail's CEO.
17
Jan
2020
Science Backs up the Benefits of Dog-Friendly Work Environments
Category: Culture
American Banker had a recent piece featuring Redtail that highlights some of the scientific studies that support the value of a dog-friendly work environment.
15
Jan
2020
WealthTech Marketers Share Names, Different Perspectives On A Changing Industry
Category: FinTech Industry
Redtail's Marketing Coordinator Kimberly Beck just happens to share that name with the Head of Wealth Marketing at Envestnet, Kimberly Beck.
08
Jan
2020
Redtail Advisor Heroes
Category: Advisor Hero
We are very excited to announce the kickoff of our #advisorhero campaign, where we have the wonderful opportunity to share the stories of advisors or offices who are inspiring ...