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Redtail Technology > News > Integrations
17 Sep 2021
Integrations webinar blog header
Best Practice Partner Spotlight – fpPathfinder on September 21
Category: Integrations
Engage Your Clients + Get What You Need for Actionable Planning Meetings with fpPathfinder & Redtail. Register now for this webinar on September 21.
03 Sep 2021
Integrations webinar blog header
New Partner Spotlight with PlantechHub on September 8!
Category: Integrations
Unleashing the power of the 1-page Financial Plan with PlantechHub & Redtail. Join this webinar on September 8 to learn more.
02 Aug 2021
integration updates
New integration with Plain Wealth!
Category: Integrations
Plain Wealth leverages information within Redtail CRM to provide advisors a client-facing app, white-labeled to their name and brand.
02 Aug 2021
Integrations webinar blog header
Best Practice Partner Spotlight – Logicly with ETFLogic on August 4
Category: Integrations
Join this webinar on August 4 to learn more about Risk Measurement with Logicly & Redtail: Building the Perfect Portfolio.
30 Jul 2021
Integrations webinar blog header
Truly automate processes using Zaps with Zapier & Redtail – webinar on August 3
Category: Integrations
The integration between Zapier & Redtail CRM has been enhanced to include more triggers and actions you can use to connect with other popular industry software.
27 Jul 2021
integration updates
Updated integration with Zapier!
Category: Integrations
Updates include new Action and Trigger events available within Redtail CRM that you can use with Zapier to connect other web applications.
16 Jul 2021
Integrations webinar blog header
Best Practice Partner Spotlight – AdvicePay on July 20
Category: Integrations
Join this webinar on July 20 to learn how to expertly handle payments and track client billing preferences with AdvicePay and Redtail CRM.
11 Jun 2021
Integrations webinar blog header
New Partner Spotlight with Altigo on June 16!
Category: Integrations
Making Alternative Investments as easy to own as a Mutual Fund with Altigo and Redtail. Join this webinar on June 16 to learn more.
26 May 2021
Integrations webinar blog header
New Partner Spotlight with Knudge on June 1!
Category: Integrations
Managing Client Action Items with Knudge & Redtail CRM. Join this webinar on June 1 to learn more about the Knudge integration with Redtail.