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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
11
Sep
2020
Redtail is a 2020 Wealthies Awards Winner!
Category: Awards/Recognition
We are thrilled and honored to be named the Winner in WealthManagement.com's 2020 Industry Awards in the Technology Providers: CRM category, specifically for our new mobile ...
17
Jun
2020
Redtail is Industry Awards finalist!
Category: Awards/Recognition
We were excited to find out we have been named as a finalist in WealthManagement.com’s 2020 Industry Awards in the Technology Providers: CRM category, specifically for our n...
12
Jun
2020
Redtail tops RIA in a Box’s CRM Category in their annual survey
Category: Awards/Recognition, Survey
We are always thrilled to be recognized as a leader in this industry and humbled by the trust Redtail CRM subscribers place in us.
24
Feb
2020
The 2020 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32020 Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 average satisfaction rating (on...
11
Feb
2020
Redtail #11 on Arizent’s third annual list of Best Fintechs to Work For
Category: Awards/Recognition, Culture
We’ve always cared deeply about creating and maintaining a work environment where employees love to spend their days and are equipped to thrive in their positions.
25
Mar
2019
Redtail #4 on SourceMedia’s list of Best Fintechs to Work For
Category: Awards/Recognition
As it is one of Redtail’s primary missions as an organization to create and maintain a thriving company culture, we were ecstatic to land at #4 on SourceMedia’s second annua...
14
Mar
2018
7 Things That Happened To Brian And Rick On A Trip To NYC Before, During And After Winning The Family Wealth Report Client Communications Award (In The Midst Of A Major Winter Storm)
Category: Awards/Recognition, Culture
It is a great honor for us to be recognized in these awards, and testament to the hard work that our team has put into the development of Redtail Speak over the last two yea...