Press Releases

  • October 18, 2018

    SACRAMENTO, Calif.Oct. 18, 2018

    Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the rollout of advanced artificial intelligence capabilities that will enable advisory firms of all sizes to access valuable data and trends about current and prospective clients directly within the CRM.

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  • August 16, 2018

    Posted On: Aug 16 2018 05:19 AM
    For the 6th Time, Redtail Technology Appears on the Inc. 5000, Ranking No. 4436

    NEW YORK, August 15, 2018 – Inc. magazine today revealed that Redtail Technology is No. 4436 on its 37th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Microsoft, Dell, Domino’s Pizza, Pandora, Timberland, LinkedIn, Yelp, Zillow, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. 

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  • April 11, 2018

    The office will house 50 employees in Atlanta’s tech and creative hub.

    SACRAMENTO, Calif.April 5, 2018 /PRNewswire/ — Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GA office to Atlanta, GA to accommodate its rapidly growing employee-base. The new office, which will be the company’s newly established East Coast headquarters, will provide capacity for future growth as the company prepares to more than double its customer service team.

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  • October 5, 2017

    Platform embedded directly in Redtail CRM improves advisor-client communication

    GOLD RIVER, Calif., Oct. 5, 2017 /PRNewswire/ — Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, announced Redtail Speak, a compliance-approved, real-time communication platform for financial advisors. The first of its kind, Speak is embedded directly in the Redtail CRM and enables advisors to communicate with clients safely and securely via text messages.

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  • February 2, 2017

    HelloTailwag

    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. Bear in mind that these are just some of the more significant updates and that you’ll find much more to make your working life easier as you dig into everyday usage in Tailwag v.2.0.​

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  • August 15, 2016

    NEW YORK, Aug. 1, 2016 /PRNewswire

    Financial Media Exchange (FMeX), a leading provider of financial content, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into FMeX’s Content-As-A-Service platform for financial advisors. The CRM integration expands Financial Media Exchange’s relationship with Redtail, a leading provider of CRM solutions for financial professionals. The companies worked together to provide access to Financial Media Exchange’s content from the Redtail CRM user interface. Now, advisors can transfer data between firms to reduce redundant entry and provide up-to-date client and account data within the Redtail CRM interface.

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  • April 25, 2016

    GOLD RIVER, CA

     

    • Zapier redefines integrations by allowing unprecedented level of dialogue between financial technologies within advisory businesses
    • The new feature removes financial advisors’ dependency on direct integrations between providers 

    Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Zapier. Zapier represents the leading edge of technology with regard to integrations, offering the single most advanced level of platform to platform dialogue available, bar none.

    Less than five years ago, the most in-depth integration would be a Single Sign On, or at best, a manual sending of information from one tool to another. Now, not only do advisors have the ability to seamlessly send valuable information between numerous tools, but they can also integrate tools directly within the CRM, regardless of whether they are “officially” integrated with one another, or with Redtail.

    “Those who know financial technology have known for some time that an advisory firm’s CRM is the foundation upon which their technology engine runs,” says Brian McLaughlin, CEO of Redtail. “Our integration with Zapier epitomizes this core truth. We are very pleased to offer our advisor partners cutting edge technological innovation on an ongoing basis and this partnership illustrates our commitment to that approach.”

    The integration between Redtail and Zapier removes the necessity for Redtail to directly integrate with a wide variety of technology platforms requested by users. Traditionally, integration is achieved when the right technicians from each company forge a common language that enables them to build a bridge between the two platforms.

    With Zapier, those bridges are already built, and users can now define those automated actions to take valuable information from Redtail and align it with a range of apps that cover categories ranging from Billing & Invoicing all the way to Social Networking and Electronic Signature tools. Many advisors will find these apps already familiar, including those from Google, Slack, MailChimp, Constant Contact, and more.

    “At Redtail, we excel at customizing solutions and integrating our tools into our customers’ unique environments,” says Rick Williamson, Lead Subject Matter Expert, Redtail. “The Zapier and Redtail integration will allow advisors and financial advisory businesses to capture the scope of client activity and interactions more efficiently and easily.”

    To speak with a Redtail technologist about this news and for all media inquiries, please contact redtail@ficommpartners.com

    About Redtail Technology

    Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects — it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency. Visit www.redtailtechnology.com for more information.

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  • April 21, 2016

    CHICAGO, April 20, 2016 —Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into Morningstar OfficeSM, its portfolio and practice management system for financial advisors.

    The CRM integration expands Morningstar’s relationship with Redtail, a leading provider of CRM solutions for financial professionals. In 2014, the companies worked together to provide seamless access to Morningstar’s proprietary research and analytics within the Redtail CRM user interface. Now, advisors can transfer data between firms to reduce redundant entry and provide up-to-date client and account data within the Redtail CRM interface. Redtail will become an integral part of Morningstar Office, along with account aggregation, back-office services, and rebalancing capabilities.

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  • June 4, 2015

    48 Workflows Crafted for Sales, Client Service, Marketing, and Practice Management

    OAKS, Pa., May 20, 2015 – As financial advisors look for new sources of productivity and efficiency, SEI (NASDAQ: SEIC) announced today the launch of SEI ProcessWise, a comprehensive workflow program which streamlines client interactions, sales, marketing, and practice management tasks. With 48 step-by-step workflow processes across multiple business functions, SEI ProcessWise can be integrated with a firm’s CRM system providing staff members with automatic notifications to complete their assigned tasks. Through a partnership with Redtail Technology, SEI has preconfigured all of the workflows within the Redtail CRM platform to enable this integration for advisors using that CRM.

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  • September 8, 2014
    New Redtail CRM User Interface Incorporates Morningstar’s Proprietary Research and Analytics

    GOLD RIVER, Calif. and CHICAGO, Sept. 8, 2014 — Redtail Technology, a leading provider of client relationship management (CRM) software, and Morningstar, Inc. (MORN), a leading provider of independent investment research, are working together to simplify an advisor’s practice by providing seamless access to Morningstar’s proprietary research and analytics directly within a new Redtail user interface that will launch in the fourth quarter.

    “Throughout the development process, we’ve looked carefully at feature requests and suggestions from our users that have gathered the most support,” Brian McLaughlin, CEO of Redtail Technology, said. “We’re implementing hundreds of those ideas in this release, while also improving overall performance, design, and ease of use.”

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