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Redtail Technology > News > Integrations
06 Apr 2020
integration updates
New Integration with fpPathfinder!
Category: Integrations
fpPathfinder is a financial planning tool aimed at helping diligent advisors ensure their client is on the right planning path. This integration allows you to launch their Check...
03 Apr 2020
integration updates
New Integration with BackNine Insurance!
Category: Integrations
BackNine Insurance simplifies the selling of life, long term care, disability, and annuities. They now offer a Quote and Apply integration with Redtail CRM!
20 Mar 2020
integration updates
New Integration with LoanBuddy for Advisors!
Category: Integrations
LoanBuddy for Advisors, a provider of student loan analysis software for financial advisors, now offers integration with Redtail CRM!
16 Mar 2020
integration updates
New Integration with Lead Pilot!
Category: Integrations, Marketing
We are pleased to announce the integration between Redtail CRM and Lead Pilot, a turnkey, inbound marketing solution for financial advisors.
31 Jan 2020
moneyinmotion feature
New Integration with Aidentified’s MoneyinMotion platform!
Category: Integrations
Details on Aidentified's MoneyinMotion and their new integration with Redtail CRM are now available.
30 Jan 2020
MAUI features
New Integration with Infovisa!
Category: Integrations
We are pleased to announce the integration between Redtail CRM and Infovisa's MAUI product, which is the engine of their trust accounting platform.
29 Jan 2020
Timeline integration illustration
New Integration with Timeline!
Category: Integrations
We are excited to announce an integration with Timeline, a fintech company that provides advisors with next-generation retirement income software.
27 Jan 2020
Brian and Aaron
An Intimate Conversation With Riskalyze And Redtail CEOs
Category: Integrations
We hope you'll enjoy this intimate conversation between Aaron Klein, Riskalyze's CEO, and Brian McLaughlin, Redtail's CEO.