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Redtail Technology > News > Press Release
21 Jun 2022
FinFolio Integrates With Redtail CRM
Category: Press Release
The integration combines FinFolio's investment management, trading, billing and client portals with Redtail's CRM functionality.
26 Apr 2022
AI-Powered Prospecting Solution, Catchlight, Integrates with Redtail Technology
Category: Press Release
Catchlight Insights LLC’s new AI-powered growth optimization technology helps advisors quickly uncover their best leads. Catchlight’s newly-announced integration with Redtail T...
19 Apr 2022
Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors
Category: Press Release
Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech-driven experience.
29 Mar 2022
Passing CFP® Exam and Developing Good Communication Skills Should Be Prioritized by Aspiring Financial Advisors, Redtail Technology Survey Finds
Category: Press Release
For its fourth annual fintech industry survey, Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms...
12 Jan 2022
Redtail Technology Opens Text Messaging Platform to Entire Financial Advisory Community
Category: Press Release
Redtail Speak provides a compliant and personalized texting/chat solution with more built-in tools to drive communication efficiencies
10 Dec 2021
YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations
Category: Press Release
YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Redtail and some others.
17 Nov 2021
Skience Adds SEC 17a-4 Compliant Storage, Redtail Integration to Celebrate 20th Anniversary
Category: Press Release
Skience Adds SEC 17a-4 Compliant Storage, Redtail Integration to Celebrate 20th Anniversary
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.