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Redtail Technology > News > Press Release
25 Apr 2016
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 lates...
21 Apr 2016
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 re...
15 Jun 2015
SEI’s ProcessWise Program Introduces New Workflows Designed To Maximize Advisor Efficiency And Productivity
Category: Press Release
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is integrating Redtail Technology’s robust customer re...