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Redtail Technology > News > Press Release
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 FM...
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 latest integration partnership, with Z...
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 relationship management (CRM) capab...
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 relationship management (CRM) capab...

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