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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
01
Jul
2022
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!.
24
Jun
2022
New integration with Ndex!
Category: Integrations
This new integration between Ndex and Redtail CRM allows advisors to push client account data from Ndex into Redtail CRM.
17
Jun
2022
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
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
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: 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
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
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: 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
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.