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Redtail Technology > News > Integrations
26 Feb 2021
Integrations webinar blog header
Best Practice Partner Spotlight: Pulse360 on March 2
Category: Integrations
"Meeting Follow-ups in Half the Time with Pulse360 & Redtail CRM". Register now to learn more about Pulse360 and this integration.
12 Feb 2021
Integrations webinar blog header
Best Practice Partner Webinar with PreciseFP on February 16
Category: Integrations
"Client Engagement and CRM: Better Together" with PreciseFP + Redtail CRM - register now to learn more about PreciseFP and this integration.
08 Feb 2021
Integrations webinar blog header
New Partner Spotlight with Tifin on February 10!
Category: Integrations
Join us for a webinar with Tifin on "How new technologies can drive hyper-personalization for the modern advisory firm."
02 Feb 2021
integration updates
New integration with Knudge!
Category: Integrations
Import or link your Redtail clients to your Knudge account and send notes back to their records in Redtail when nudges are posted or completed.
22 Jan 2021
Integrations webinar blog header
Best Practice Partner Webinar with Aidentified on January 26!
Category: Integrations
Relationship Intelligence 2.0 – Accelerate Conversations and Conversions. Register now for this Best Practice Partner Webinar on January 26.
21 Jan 2021
integration updates
New integration with Max For Advisors!
Category: Integrations
Send your Redtail clients to Max to initiate the account opening process for each of them within Max for Advisors.
06 Jan 2021
integration updates
New integration with Life Stage Insights!
Category: Integrations
Sync your Redtail contacts to Life Stage Insights and use their discovery tools and marketing campaigns to reach those contacts.
04 Dec 2020
integration updates
New integration with FinFolio!
Category: Integrations
This integration bi-directionally syncs clients, notes, tasks, investment accounts and positions with values, based upon your preferences.
06 Nov 2020
Integrations webinar blog header
Best Practice Partner Webinar with SmartRIA on November 10!
Category: Integrations
Simplifying Compliance with SmartRIA & Redtail. Register now for this Best Practice Partner Webinar on November 10.
28 Oct 2020
integration updates
New integration with Holistiplan!
Category: Integrations
Send household info to Holistiplan from Redtail; send observations based on tax returns back to Redtail as a note.