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Redtail Technology > News > Press Release
29 Sep 2021
Ladder Partners with Redtail Technology to Make Life Insurance Easy for Advisors
Category: Press Release
Ladder, the company offering flexible life insurance in minutes, announced an integration with Redtail Technology, the leading provider of client relationship management (CRM) ...
04 Aug 2021
Plain Wealth Announces Partnership With the #1 CRM in Wealth Management and Launches Plain Wealth App
Category: Press Release
Plain Wealth, a technology-focused innovation firm in Wichita’s Old Town, launches the Plain Wealth app, a SaaS app designed to provide a frictionless client wealth experience,...
15 Jul 2021
Redtail Technology Expands Training Department, Relaunching Redtail University in Person in 2022
Category: Press Release
Rick Williamson has been promoted to be Redtail Technology’s Director of Training and will lead their 2022 RTU Live efforts.
06 May 2021
StratiFi & Redtail Announce Integration Partnership
Category: Press Release
The integration provides users access to StratiFi's award-winning PRISM Rating™ technology, with SSO using their Redtail credentials.
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.