Interested in joining our mailing list(s)?
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, an...
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.
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 financial services firms, Redtail.
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 annual Inc. 5000 list, the most pre...
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 planning.
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
11 Apr 2018
Redtail Technology Establishes Atlanta as East Coast Headquarters to Accommodate Growth
Category: Press Release
Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GA office to A...
05 Oct 2017
Redtail Technology Unveils Redtail Speak; First of Its Kind Compliance-Approved Text Messaging Solution for Financial Advisors
Category: Press Release
Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, announced Redtail Speak, a compliance-approved, real-time ...
02 Feb 2017
Tailwag 2.0
Category: Press Release
Here's a quick rundown of some of the changes you'll find greeting you in Tailwag v.2.0 when you login to your CRM on February 9, 2017.
15 Aug 2016
Financial Media Exchange and Redtail Technology Announce the Integration of Redtail’s Robust CRM Functionality with FMeX’s Innovative Content-As-A-Service Platform for Financial Advisors
Category: Press Release
Financial Media Exchange (FMeX), a leading provider of financial content, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into FMe...
Tags
aaron klein adoption Advisor Hero advisor tools AI anniversary award best practices brian mclaughlin calendar client experience client relationships contacts COVID-19 CRM culture differentiation dog dog-friendly education executive summary financial planning fintech foster front street animal shelter Good Day Sacramento Google infovisa integrations marketing MAUI moneyinmotion Office 365 portfolio management Redtail CRM Redtail University release notes reminders Retriever Cloud rick williamson riskalyze survey sync texting Timeline