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Redtail Technology > News > Integrations
05 May 2021
integration updates
New integration with StratiFi!
Category: Integrations
This new integration provides StratiFi users the ability to import desired contacts over from Redtail CRM into their StratiFi account.
23 Apr 2021
Shifting-Tides-Webinar-April-27
Shifting Tides: Advicent, Redtail & Mobile Assistant webinar on April 27
Category: Integrations
Featuring leaders from Mobile Assistant, NaviPlan, and Redtail, this discussion will explore benefits of integrated tech stacks for advisors.
22 Apr 2021
integration updates
Updated integration with Envestnet!
Category: Integrations
This integration has been updated to allow linking clients between the two platforms, as well as the ability to launch Household Summaries from Redtail, create new proposals...
16 Apr 2021
Integrations webinar blog header
Best Practice Partner Spotlight: FMG Suite on April 21
Category: Integrations
Best Practice Partner Spotlight: FMG Suite - April 21. "Sourcing better leads with FMG Suite and Redtail CRM".
05 Apr 2021
Integrations webinar blog header
Best Practice Partner Spotlight: Advisor Websites on April 7
Category: Integrations
Best Practice Partner Spotlight: Advisor Websites - April 7. "The Simple Path to Engaging Leads and Building Loyalty with Technology".
02 Apr 2021
Integrations webinar blog header
Integration Update Webinar: Asset-Map + Redtail on April 6
Category: Integrations
Integration Update Webinar: Asset-Map + Redtail. Register now to learn more about this updated integration on April 6.
30 Mar 2021
integration updates
Updated integration with Asset-Map!
Category: Integrations
Integration updates include the ability to create new households in Asset-Map from Redtail CRM or link existing households from the Redtail side.
25 Mar 2021
Integrations webinar blog header
New Partner Spotlight with Max for Advisors on March 30!
Category: Integrations
Come learn how to grow your practice by helping your clients earn dramatically higher yield on cash, FDIC-insured with Max for Advisors.
22 Mar 2021
integration updates
New integration with Altigo!
Category: Integrations
This new integration provides Altigo users the ability to pull desired contacts over from Redtail CRM into their Altigo account.
18 Mar 2021
Integrations webinar blog header
Best Practice Partner Spotlight: Hubly on March 23
Category: Integrations
Webinar: "Stop Letting Your Client Service Fall Through the Cracks w/ Hubly & Redtail". Register now to learn more about this integration.