Press Release Archives - Redtail Technology

Contact: 800-206-5030

support@redtailtechnology.com
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

Free Trial

Redtail Technology > News > Press Release

21 Jun 2022

FinFolio Integrates With Redtail CRM

Category: Press Release

The integration combines FinFolio's investment management, trading, billing and client portals with Redtail's CRM functionality.

26 Apr 2022

AI-Powered Prospecting Solution, Catchlight, Integrates with Redtail Technology

Category: Press Release

Catchlight Insights LLC’s new AI-powered growth optimization technology helps advisors quickly uncover their best leads. Catchlight’s newly-announced integration with Redtail T...

19 Apr 2022

Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors

Category: Press Release

Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech-driven experience.

29 Mar 2022

Passing CFP® Exam and Developing Good Communication Skills Should Be Prioritized by Aspiring Financial Advisors, Redtail Technology Survey Finds

Category: Press Release

For its fourth annual fintech industry survey, Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms...

12 Jan 2022

Redtail Technology Opens Text Messaging Platform to Entire Financial Advisory Community

Category: Press Release

Redtail Speak provides a compliant and personalized texting/chat solution with more built-in tools to drive communication efficiencies

10 Dec 2021

YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations

Category: Press Release

YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Redtail and some others.

17 Nov 2021

Skience Adds SEC 17a-4 Compliant Storage, Redtail Integration to Celebrate 20th Anniversary

Category: Press Release

Skience Adds SEC 17a-4 Compliant Storage, Redtail Integration to Celebrate 20th Anniversary

29 Sep 2021

Ladder Partners with Redtail Technology to Make Life Insurance Easy for Advisors

Category: Press Release

Ladder, the company offering flexible life insurance in minutes, announced an integration with Redtail Technology, the leading provider of client relationship management (CRM) ...

04 Aug 2021

Plain Wealth Announces Partnership With the #1 CRM in Wealth Management and Launches Plain Wealth App

Category: Press Release

Plain Wealth, a technology-focused innovation firm in Wichita’s Old Town, launches the Plain Wealth app, a SaaS app designed to provide a frictionless client wealth experience,...

15 Jul 2021

Redtail Technology Expands Training Department, Relaunching Redtail University in Person in 2022

Category: Press Release

Rick Williamson has been promoted to be Redtail Technology’s Director of Training and will lead their 2022 RTU Live efforts.

Recent Posts

Categories

NEWSLETTER

Tags