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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
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
02
May
2023
The benefits of bringing cash into your orbit
Category: FinTech Industry
"The benefits of bringing cash into your orbit" - a guest blog post from Ben Cruikshank, President of Flourish
04
Apr
2023
Five Ways that Time Management Software Increases Advisor Revenue
Category: FinTech Industry
"Five Ways that Time Management Software Increases Advisor Revenue" - Guest blog post from Vito Grammatico, Founder and CEO of TimeLyft
23
Mar
2023
Manage your CRM: Manage Database Account Lists
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.
13
Jan
2023
A guest blog post from Stephanie Dannebaum of Stephanie Dannebaum Consulting
Category: FinTech Industry
Guest blog post: Stephanie Dannebaum, Founder/Stephanie Dannebaum Consulting - "Taking your Technology from Major Barrier to Exponential Growth"
26
Oct
2022
Manage your CRM: Manage Workflow Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.
21
Oct
2022
A guest blog post from Derek Notman of Intrepid Wealth Partners
Category: FinTech Industry
Guest blog post: Derek Notman, Founder/CEO at Intrepid Wealth Partners - "Tips for financial advisors to set up an RIA"
16
Aug
2022
Manage your CRM: Manage Note Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.
22
Jul
2022
Manage your CRM: Manage Mail Merge Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.
14
Jul
2022
Redtail CRM Client Account Management Resources
Category: FinTech Industry
If you have any questions about Redtail client account management, a good place to begin seeking answers is this resource designed to assist you.
23
Jun
2022
Tips from Redtail’s Training Team: How to Handle . . . Employee Departure
Category: FinTech Industry
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your employees leaves your firm.