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Redtail Technology > News > Integrations
23 Sep 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with BackNine Insurance on September 27!
Category: Integrations
Offer Life & LTC Insurance inside your Redtail CRM now! Learn more at this webinar on September 27th with BackNine Insurance.
16 Sep 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Bento Engine on September 20!
Category: Integrations
Bento Engine + Redtail CRM: Technology Powering Human Engagement. Learn more at this Redtail webinar on September 20th with Bento Engine.
15 Sep 2022
Redtail Blog Feature Graphic - Integration News
New integration with CurrentClient!
Category: Integrations
This new integration offers the ability to sync Redtail contact data to CurrentClient, where you can send texts, videos and surveys to your clients.
02 Sep 2022
Redtail Blog Feature Graphic - Integration News
Updated integration with Healthpilot!
Category: Integrations
Updates include the ability to send an email referral to your client right from within Redtail. This email will include a link for your client to access the Healthpilot technol...
29 Aug 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s September 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in September to learn how our partner integrations can help streamline your workday. This month features Bento Engine and Ba...
26 Aug 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with fpPathfinder on August 30!
Category: Integrations
Navigating Complex Financial Planning Questions with fpPathfinder. Learn more at this Redtail webinar on August 30th with fpPathfinder.
23 Aug 2022
Redtail Blog Feature Graphic - Integration News
Updated integration with Orion Advisor Technology!
Category: Integrations
Updates include Orion Portfolio View accessibility within Redtail CRM on your Today page as well as Portfolio View for individual clients accessible from their Accounts page in...
19 Aug 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Catchlight on August 23!
Category: Integrations
Growing your practice organically with Catchlight & Redtail. Learn more at this Redtail webinar on August 23rd with Catchlight.
12 Aug 2022
Redtail Blog Feature Graphic - Integration News
New integration with TimeLyft!
Category: Integrations
This new integration offers the ability to import contacts along with any tasks linked to a contact from Redtail CRM into TimeLyft for a time analysis.
08 Aug 2022
Redtail Blog Feature Graphic - Integration News
New integration with The Perfect RIA (Invictus)!
Category: Integrations
This new integration allows advisors to sync client account and beneficiary data from Redtail CRM into the Invictus tool kit.