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Business Hours Sales:
Mon-Fri 8am-4pm
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Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
Ext. 4
05
Jul
2022
Pre-Graduation Goal Alignment Would Benefit Financial Planning Students and Professionals
Category: Survey
Further thoughts from Brian McLaughlin on Redtail's October 2021 survey of financial professionals and students regarding career preparation/expectations.
13
May
2022
The 2022 T3/Inside Information Advisor Software Survey Results are in!
Category: Survey
The results are in for the 2022 T3/Inside Information Advisor Software Survey. We are honored to finish #1 in the CRM Category and #3 in the Document Management Category, with ...
29
Mar
2022
Redtail Technology’s Financial Planning Career Perceptions 2021 Survey – In Conjunction with Brigham Young University-Idaho
Category: Survey
In October of 2021, Redtail conducted its Financial Planning Career Perceptions survey of financial professionals and students.
13
Aug
2021
Redtail again tops RIA in a Box’s CRM Category in their annual survey
Category: Survey
RIA in a Box's 2021 technology survey results were posted yesterday, and Redtail CRM again had a very strong showing.
23
Mar
2021
The 2021 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32021 Advisor Software Survey. We are honored by the results: nearly 62% of the market chooses Redtail and gives us an 8.06 average satisfaction ra...
17
Nov
2020
Redtail Technology’s Working Remotely 2020 Survey
Category: Survey
In July of 2020, Redtail Technology conducted the “Working Remotely” survey to learn more about how financial advisors and their staff adapted to remote work environments
14
Oct
2020
The T3 (Technology Tools for Today) annual software survey is now open
Category: FinTech Industry, Survey
What do you think of the various components of your software suite? Take the T3 Software Survey today and let your voice be heard!
12
Jun
2020
Redtail tops RIA in a Box’s CRM Category in their annual survey
Category: Awards/Recognition, Survey
We are always thrilled to be recognized as a leader in this industry and humbled by the trust Redtail CRM subscribers place in us.
24
Feb
2020
The 2020 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32020 Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 average satisfaction rating (one o...
05
Dec
2019
Redtail Technology’s AdvisorComms 2019 Survey
Category: Survey
A Survey to better understand how financial advisors and their staff are communicating with clients and prospects.