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Redtail Technology > News > Integrations

Building Your Tech Stack webinar image

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building your Tech Stack: Redtail’s April 2023 Partner webinars

Category: Integrations

Join us for these Building Your Tech Stack webinars in April to learn how our partner integrations can help streamline your workday. This month features Mobile Assistant, Finpa...

Building Your Tech Stack webinar image

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building Your Tech Stack webinar with Mobile Assistant on April 4!

Category: Integrations

Redtail + Mobile Assistant = Template-Driven Workflows. Learn more at this webinar on April 4th with Mobile Assistant.

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

Updated integration with Asset-Map!

Category: Integrations

Integration updates include the ability to import and store account and asset/liability data from Redtail CRM into Asset-Map.

Building Your Tech Stack webinar image

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building Your Tech Stack webinar with Bento Engine on March 21!

Category: Integrations

Redtail + Bento = Leading with Advice. Learn more at this webinar on March 21st with Bento Engine.

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

New integration with Andes Wealth Technologies!

Category: Integrations

This new integration with Andes Wealth Technologies allows you to sync client/prospect information from Redtail CRM to Andes on a nightly basis.

Building Your Tech Stack webinar image

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building Your Tech Stack webinar with Quik! on March 7!

Category: Integrations

Join us for these Building Your Tech Stack webinars in March to learn how our partner integrations can help streamline your workday. This month features Quik! and Bento Engine.

Building Your Tech Stack webinar image

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building your Tech Stack: Redtail’s March 2023 Partner webinars

Category: Integrations

Join us for these Building Your Tech Stack webinars in March to learn how our partner integrations can help streamline your workday. This month features Quik! and Bento Engine.

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

New integration with DTS Verify!

Category: Integrations

This new integration with DTS Verify allows you to quickly confirm client identities via codes sent to their preferred number on file in Redtail CRM.

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

Updated integration with Orion Portfolio Solutions!

Category: Integrations

Mutual subscribers can now run a proposal from any current contact or continue where they left off in Redtail CRM instead of having to go back to the Orion portal

Blog Feature Graphic_Building Your Tech Stack

Building Your Tech Stack webinar with YCharts on February 7!

Category: Integrations

Using YCharts to Steer Client Meetings in a Down Market. Learn more at this webinar on February 7th with YCharts.

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