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Redtail Technology > News > Press Release
18 Nov 2020
Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared to Work from Home
Category: Press Release
Despite rarely working from home in 2019, technology advancements set advisors up for success as COVID-19 stay-at-home orders were enacted earlier this year
28 Oct 2020
Holistiplan Partners With Redtail Technology to Streamline the Process of Analyzing Tax Returns
Category: Press Release
Financial advisors can now prove value to clients by seamlessly incorporating automatically-generated tax planning information.
20 Oct 2020
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Category: Press Release
Users of Redtail CRM can now seamlessly integrate with Levitate's personalized marketing tools.
13 Aug 2020
Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors
Category: Press Release
Redtail is a strategic partner in the new Carson Coaching Online hub bringing the best solutions in the advisory profession to members.
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 and ideas.
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 Independence Promotion.
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 service firms.
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 client details, account holdings...
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 financial services firms, Redtail.

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