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Redtail Technology > News > Integrations
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.
02 May 2023
Redtail Blog Feature Graphic - Best Practices
The benefits of bringing cash into your orbit
Category: Best Practices, Integrations
"The benefits of bringing cash into your orbit" - a guest blog post from Ben Cruikshank, President of Flourish
01 May 2023
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s May 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in May to learn how our partner integrations can help streamline your workday. This month features Flourish, Orion and Incom...
24 Apr 2023
Redtail Blog Feature Graphic - Integration News
New integration with NextGen Bridge (Powered by ProtectHeir)!
Category: Integrations
In this new integration, client information from Redtail CRM pre-populates information in NextGen Bridge at the time of fulfillment.
20 Apr 2023
Building Your Tech Stack webinar image
Building Your Tech Stack webinar with Holistiplan on April 25!
Category: Integrations
Redtail + Holistiplan = 2023 Year of Tax Planning. Learn more at this webinar on April 25th with Holistiplan.
20 Apr 2023
Redtail Blog Feature Graphic - Integration News
Updated integration with GReminders!
Category: Integrations
Updates include the ability to map answers to questions from your GReminders online booking registration forms to UDFs within Redtail CRM.
17 Apr 2023
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Building Your Tech Stack webinar with Orion on April 18!
Category: Integrations
Revolutionize Your Process Management with Orion and Redtail. Learn more at this webinar on April 18th with Orion.
17 Apr 2023
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Building Your Tech Stack webinar with Finpace on April 18!
Category: Integrations
Redtail + Finpace = Speed and Precision. Learn more at this webinar on April 18th with Finpace.
04 Apr 2023
Redtail Blog Feature Graphic - Best Practices
Five Ways that Time Management Software Increases Advisor Revenue
Category: Best Practices, Integrations
"Five Ways that Time Management Software Increases Advisor Revenue" - Guest blog post from Vito Grammatico, Founder and CEO of TimeLyft
04 Apr 2023
Redtail Blog Feature Graphic - Integration News
New integration with Flourish!
Category: Integrations
The Redtail + Flourish integration gives advisors the ability to quickly and easily pre-fill end-client applications and then invite clients with the press of a button within F...