Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
20 Feb 2020
Orange County RTU 2020
Registration for RTU Orange County, CA is now open!
Category: Redtail University
Redtail University has returned and in 2020 we will be working with power tools, blueprints, and best practices to help you build relationships with your clients.
18 Feb 2020
Redtail CRM Mobile App
Release Note Focus: Redtail CRM has a new version of its mobile app!
Category: New Features, Release Notes
Our team has aimed for feature-for-feature parity with prior versions of the app but has added highly requested new features, based on user feedback.
11 Feb 2020
Best Fintechs to work for
Redtail #11 on Arizent’s third annual list of Best Fintechs to Work For
Category: Awards, Culture, Recognition
We’ve always cared deeply about creating and maintaining a work environment where employees love to spend their days and are equipped to thrive in their positions.
10 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 2
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack. (Part 2)
07 Feb 2020
New Feature announcement
Release Note Focus: A Redtail Update With Recent Passage of the SECURE Act
Category: New Features, Release Notes
With updates to the Required Minimum Distribution age due to the SECURE Act come updates to our Contacts by RMD Report.
06 Feb 2020
Chicago RTU 2020
Registration for RTU Chicago is now open!
Category: Redtail University
Redtail University has returned and in 2020 we will be working with power tools, blueprints, and best practices to help you build relationships with your clients.
05 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 1
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack.
31 Jan 2020
moneyinmotion feature
New Integration with Aidentified’s MoneyinMotion platform!
Category: Integrations
Details on Aidentified's MoneyinMotion and their new integration with Redtail CRM are now available.
30 Jan 2020
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.
29 Jan 2020
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.