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Support:
Mon-Fri 5am-5pm
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Corporate & Billing:
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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
15
Oct
2020
Redtail CEO Brian McLaughlin interviewed at Orion’s The Fuse Show Podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined Orion Advisor Technology's The Fuse Show to talk about building a successful fintech partnership.
14
Oct
2020
The T3 (Technology Tools for Today) annual software survey is now open
Category: FinTech Industry, Survey
What do you think of the various components of your software suite? Take the T3 Software Survey today and let your voice be heard!
30
Sep
2020
Driving change in the financial industry: best of breed virtual panel discussion
Category: FinTech Industry
On September 23rd, Redtail CEO Brian McLaughlin joined a virtual panel discussion "to help advisors understand the advantages of working with B...
15
Sep
2020
Is working from home the new normal?
Category: FinTech Industry
How has the financial services industry weathered working from home over the past six months and how will this impact operations moving forward?
27
Aug
2020
If you missed Riskalyze’s Fearless Week, you also missed Ricky Redtail’s Adapt to the Future session
Category: FinTech Industry
We are excited to be able to share the Adapt to the Future session that Ricky Redtail presented to Riskalyze's Fearless Week participants.
21
Aug
2020
Redtail CEO Brian McLaughlin interviewed at the WealthTech Winners Circle Podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined Tim Welsh, president of Nexus Strategy, to talk about Redtail Speak and more.
24
Jun
2020
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
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 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
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...