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
Redtail Technology > News > FinTech Industry
24 Jun 2020
Industry Updates header
Fintechs zero in on Reg BI as deadline looms
Category: FinTech Industry
Redtail's Director of Sales David Mehlhorn shares information about what Redtail has put in place to assist advisors with Reg BI compliance.
16 Jun 2020
Industry Updates header
Highlights from “The Path to Independence: How to Build Your Technology Stack” webinar
Category: FinTech Industry
Executives from the companies involved got together to discuss starting an RIA firm during uncertain times.
11 Jun 2020
Redtail CRM updates banner
Redtail CRM Updates and Tools to Assist with Reg BI and Form CRS Compliance
Category: FinTech Industry
Redtail CRM now includes two new fields at the individual account level to help you track Form CRS delivery and signature dates, as well as add...
05 Jun 2020
Industry Updates header
The Path to Independence Promotion
Category: FinTech Industry
We are excited to announce that we have teamed up with our friends at RIA in a Box, Riskalyze, and Morningstar to extend support to new registe...
01 May 2020
Industry Updates header
Advisor Roundtable 3.0: What’s Working – Advisor Panel on Implementing Tech Integrations
Category: FinTech Industry
The CEO Roundtable, including Redtail CEO Brian McLaughlin, got together for the final discussion in our three-part series. This time, they wer...
16 Apr 2020
Industry Updates header
Redtail Q&A with U.S. News & World Report
Category: FinTech Industry
Redtail CEO Brian McLaughlin recently had a Q&A session with Coryanne Hicks over at U.S. News & World Report. 
13 Apr 2020
Industry Updates header
CEO Roundtable 2.0 – Learn Remote Work Principles and Tactics from Top WealthTech CEOs
Category: FinTech Industry
After the great response to the CEO Roundtable on April 2, we were all excited to hear more executive insights on remote work in CEO Roundtable...
09 Apr 2020
Industry Updates header
CEO Roundtable: Leading Through Change in The Age of COVID-19
Category: FinTech Industry
Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change manage...
15 Jan 2020
Kimberly Beck Redtail Technology
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.