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Redtail Technology > News > Press Release
28 Jul 2020
Asset-Map Announces Virtual Advisor Technology Showcase, AdviceTech.LIVE
Category: Press Release
Asset-Map today announced AdviceTech.LIVE, a virtual event where top financial tech execs will speak on a wide range of forward-thinking topics...
21 Jul 2020
FP Alpha and Redtail Technology Announce New Integration
Category: Press Release
FP Alpha, an AI-driven comprehensive wealth management solution, is now integrated with Redtail Technology CRM for the financial advice industry.
02 Jun 2020
RIA in a Box Joins with Morningstar, Redtail, and Riskalyze to Provide New RIAs Free Access to Top Industry Technologies Upon Registration
Category: Press Release
Compliance software leader unites financial services powerhouses like Redtail to support advisors during COVID-19 through The Path to Independe...
10 Mar 2020
Twenty Over Ten Partners with Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors
Category: Press Release
Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail, the leader in web-based CRM solutions for financial se...
28 Jan 2020
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Category: Press Release
Timelineapp Tech Limited (Timeline) and Redtail Technology (Redtail) announced an integration that will enable advisors to seamlessly import cl...
05 Dec 2019
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Category: Press Release
AdvicePay announced today a new client data integration with the leading provider of client relationship management (CRM) solutions for financi...
07 Nov 2019
AdvicePay and Redtail Technology Announce New Integration
Category: Press Release
AdvicePay announced today a new client data integration with the leading provider of client relationship management (CRM) solutions for financi...
14 Aug 2019
Redtail Named to Inc. 5000
Category: Press Release
Redtail Technology, a leading provider of web-based Client Relationship Management (CRM), announced it has ranked No. 4733 on Inc. Magazine’s a...
28 Nov 2018
Redtail Technology Survey Reveals Financial Advisory Firms Are More Tech Empowered Than Industry Thinks
Category: Press Release
“Gen Tech” survey uncovers generational trends among wealth management firms regarding use of technology, client communication and succession p...
16 Aug 2018
Inc. Magazine Unveils Its 37th Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000
Category: Press Release
For the 6th time, Redtail Technology appears on the Inc. 5000, Ranking No. 4436

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