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Redtail Technology > News > Press Release
05 Dec
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
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
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...
16 Aug
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
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
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
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
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...
25 Apr
Redtail Technology Announces Dynamic Financial Technology Integration; Adds Zapier to CRM Platform
Category: Press Release
Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Za...
21 Apr
Morningstar And Redtail Technology Announce Expanded Agreement, Adding Redtail’s Robust CRM Functionality To Morningstar Office For Financial Advisors
Category: Press Release
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capabi...