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Redtail Technology > News > Integrations

integration updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" />

New Integration with Avantax Wealth Management!

Category: Integrations

Avantax's integration with Redtail CRM provides users with SSO (Single Sign-on) and Send To capabilities from Redtail to Avantax.

integration updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" />

Updated Integration with TD Ameritrade Institutional’s Veo One!

Category: Integrations

You can now access Veo One's New Account Wizard as well as TDA Announcements from within Redtail CRM, eliminating data entry and saving you time.

integration updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" />

New Integration with fpPathfinder!

Category: Integrations

fpPathfinder is a financial planning tool aimed at helping diligent advisors ensure their client is on the right planning path. This integration allows you to launch their Chec...

integration updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" />

New Integration with BackNine Insurance!

Category: Integrations

BackNine Insurance simplifies the selling of life, long term care, disability, and annuities. They now offer a Quote and Apply integration with Redtail CRM!

integration updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" />

New Integration with LoanBuddy for Advisors!

Category: Integrations

LoanBuddy for Advisors, a provider of student loan analysis software for financial advisors, now offers integration with Redtail CRM!

integration updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x260.jpg" width="350" height="260" alt="integration updates" title="integration updates" />

New Integration with Lead Pilot!

Category: Integrations

We are pleased to announce the integration between Redtail CRM and Lead Pilot, a turnkey, inbound marketing solution for financial advisors.

moneyinmotion feature

New Integration with Aidentified’s platform!

Category: Integrations

Details on Aidentified's MoneyinMotion and their new integration with Redtail CRM are now available.

MAUI features

New Integration with Infovisa!

Category: Integrations

We are pleased to announce the integration between Redtail CRM and Infovisa's MAUI product, which is the engine of their trust accounting platform.

Timeline integration illustration

New Integration with Timeline!

Category: Integrations

We are excited to announce an integration with Timeline, a fintech company that provides advisors with next-generation retirement income software.

Brian and Aaron

An Intimate Conversation With Riskalyze And Redtail CEOs

Category: Integrations

We hope you'll enjoy this intimate conversation between Aaron Klein, Riskalyze's CEO, and Brian McLaughlin, Redtail's CEO.

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