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Redtail Technology > News > Integrations > Building your Tech Stack: Redtail’s May 2023 Partner webinars

Building your Tech Stack: Redtail’s May 2023 Partner webinars

Category: Integrations
Building Your Tech Stack webinar image

In May of 2023, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools and Financial Planning categories.

Advisor Tools

In a May 16th Building Your Tech Stack webinar with Flourish, we’ll be covering:

Why Advisors Need to Have a Solution for Held-Away Cash

Building Your Tech Stack - Flourish

Most RIAs have historically ignored the cash that clients have sitting in checking and savings accounts – yet high net worth individuals often hold 10-20% of their wealth in cash. Rising rates and recent events in the banking industry have driven home the need for RIAs to have a solution for held-away cash, from helping clients protect their safest asset to driving firm growth.

Flourish Cash is the only cash management solution built exclusively for independent advisors, serving 550+ RIAs that represent $1.5T in AUM. Join Ben Cruikshank, President of Flourish, to learn more about Flourish Cash, from how growth-oriented firms are using cash to grow their business to how integrations with systems like Redtail and Orion make it easy to integrate cash within your business.

Flourish Cash is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit for more information.

Register now for this webinar on May 16th at 10:00 am Pacific.


Financial Planning

In a May 30th Building Your Tech Stack webinar with Income Lab, we’ll be covering:

Enhance Client Experience and Efficiency with Retirement Management Software

Building Your Tech Stack - IncomeLab

During retirement, clients want directions, not scores. In this webinar we’ll see how Income Lab’s retirement management software improves client experiences and advisors’ practices with scalable tools for producing custom advice on adjustments to client spending and tax-smart withdrawal sourcing throughout the retirement journey. We’ll also discuss how integrating Redtail or Orion with Income Lab can make providing this value to clients even more efficient and scalable.


Register now for this webinar on May 30th at 10:00 am Pacific.


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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.