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Redtail Technology > News > Press Release
09 Mar 2021
Logicly Announces Integration with Top CRM Software
Category: Press Release
Logicly announces an integration with Redtail Technology, creating single sign-on access for streamlined investment analysis.
26 Jan 2021
The Riskalyze Fearless Investing Summit Returns
Category: Press Release
The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best Refund Policy.
26 Jan 2021
MaxMyInterest Integrates with Redtail Technology
Category: Press Release
Industry-leading CRM adds one-click onboarding to help advisors' clients earn more on cash with premier high-yield cash solution.
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.