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Redtail Technology > News > Integrations
01 Jul 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s July 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in July to learn how our partner integrations can help streamline your workday. This month features cleverDome and Quik!.
17 Jun 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Clout by TIFIN on June 21!
Category: Integrations
Leveraging AI to Reach Niche Audiences Through Personalized Content. Learn more at this webinar on June 21 with Clout by TIFIN.
03 Jun 2022
Redtail Blog Feature Graphic - Integration News
New integration with Capitect!
Category: Integrations
This new integration between Capitect and Redtail CRM allows advisors to pull households from Redtail into their Capitect account.
03 Jun 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Income Lab on June 7!
Category: Integrations
The Value of Dynamic Income Planning w/ Income Lab and Redtail CRM. Learn more at this webinar on June 7 with Income Lab.
01 Jun 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s June 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in June to learn how our partner integrations can help streamline your workday. This month features Income Lab and Clout by ...
26 May 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Holistiplan on May 31!
Category: Integrations
Tax Planning Is the Powerful Tool Advisors Didn’t Know They Needed. Learn more at this webinar on May 31 with Holistiplan.
13 May 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with StratiFi on May 17!
Category: Integrations
How to empower clients to easily understand risk and take action with StratiFi and Redtail CRM. Learn more at this webinar on May 17.
02 May 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s May 2022 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 StratiFi and Holistiplan.
22 Apr 2022
Blog Feature Graphic_Building Your Tech Stack
Leveraging the YCharts + Redtail Integration for Smarter Portfolio Construction & Analysis – webinar on April 26!
Category: Integrations
Leveraging the YCharts + Redtail Integration for Smarter Portfolio Construction & Analysis. Learn more at this webinar on April 26.