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Redtail Technology > News > Integrations
06 Dec 2023
Redtail Blog Feature Graphic - Integration News
New integration with TagInbox!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
30 Nov 2023
Redtail Blog Feature Graphic - Integration News
New integration with Smart Kx!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
31 Oct 2023
Redtail Blog Feature Graphic - Integration News
New integration with Altruist!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
25 Oct 2023
Redtail Blog Feature Graphic - Integration News
New integration with Annuities Genius!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
02 Oct 2023
Redtail Blog Feature Graphic - Integration News
New integration with Financial Seminar Services!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
28 Aug 2023
Redtail Blog Feature Graphic - Integration News
New integration with RingCentral!
Category: Integrations
The RingCentral Unified CRM extension embeds a fully functional webphone into Redtail, making it easier to connect and communicate.
28 Aug 2023
Redtail Blog Feature Graphic - Integration News
New integration with Wealth.com!
Category: Integrations
In this new integration, advisors can tie Wealth.com-specific fields to UDFs in Redtail as well as triggering Client notes in the CRM from actions taken in the Wealth.com platf...
17 Aug 2023
Redtail Blog Feature Graphic - Integration News
New integration with Optivice!
Category: Integrations
In this new integration, advisors can sync contacts to Optivice and pull credit score information for those clients from Optivice to Redtail.
13 Jul 2023
Redtail Blog Feature Graphic - Integration News
New integration with CogniCor!
Category: Integrations
In this new integration, CogniCor's Meeting Assistant enables users to automate manual tasks such as creating agendas, capturing meeting notes, scheduling calls, and more.
10 May 2023
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.