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Redtail Technology > News > Integrations

Building Your Tech Stack webinar image

<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building Your Tech Stack webinar with Flourish on May 16!

Category: Integrations

Why Advisors Need to Have a Solution for Held-Away Cash. Learn more at this webinar on May 16th with Flourish.

Redtail Blog Feature Graphic - Best Practices

<img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/10/Blog-Feature-Graphic-Best-Practices1400-1040-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/10/Blog-Feature-Graphic-Best-Practices1400-1040-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Best Practices" title="Redtail Blog Feature Graphic - Best Practices" />

The benefits of bringing cash into your orbit

Category: Best Practices, Integrations

"The benefits of bringing cash into your orbit" - a guest blog post from Ben Cruikshank, President of Flourish

Building Your Tech Stack webinar image

<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building your Tech Stack: Redtail’s May 2023 Partner webinars

Category: Integrations

Join us for these Building Your Tech Stack webinars in May to learn how our partner integrations can help streamline your workday. This month features Flourish, Orion and Incom...

Redtail Blog Feature Graphic - Integration News

<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

New integration with NextGen Bridge (Powered by ProtectHeir)!

Category: Integrations

In this new integration, client information from Redtail CRM pre-populates information in NextGen Bridge at the time of fulfillment.

Building Your Tech Stack webinar image

<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building Your Tech Stack webinar with Holistiplan on April 25!

Category: Integrations

Redtail + Holistiplan = 2023 Year of Tax Planning. Learn more at this webinar on April 25th with Holistiplan.

Redtail Blog Feature Graphic - Integration News

<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

Updated integration with GReminders!

Category: Integrations

Updates include the ability to map answers to questions from your GReminders online booking registration forms to UDFs within Redtail CRM.

Building Your Tech Stack webinar image

<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building Your Tech Stack webinar with Orion on April 18!

Category: Integrations

Revolutionize Your Process Management with Orion and Redtail. Learn more at this webinar on April 18th with Orion.

Building Your Tech Stack webinar image

<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building Your Tech Stack webinar with Finpace on April 18!

Category: Integrations

Redtail + Finpace = Speed and Precision. Learn more at this webinar on April 18th with Finpace.

Redtail Blog Feature Graphic - Best Practices

<img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/10/Blog-Feature-Graphic-Best-Practices1400-1040-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/10/Blog-Feature-Graphic-Best-Practices1400-1040-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Best Practices" title="Redtail Blog Feature Graphic - Best Practices" />

Five Ways that Time Management Software Increases Advisor Revenue

Category: Best Practices, Integrations

"Five Ways that Time Management Software Increases Advisor Revenue" - Guest blog post from Vito Grammatico, Founder and CEO of TimeLyft

Redtail Blog Feature Graphic - Integration News

<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

New integration with Flourish!

Category: Integrations

The Redtail + Flourish integration gives advisors the ability to quickly and easily pre-fill end-client applications and then invite clients with the press of a button within F...

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