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Support:
Mon-Fri 5am-5pm
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Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
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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
15
Jan
WealthTech Marketers Share Names, Different Perspectives On A Changing Industry
Category: Marketing
Redtail's Marketing Coordinator Kimberly Beck just happens to share that name with the Head of Wealth Marketing at Envestnet, Kimberly Beck.
08
Jan
Redtail Advisor Heroes
Category: Advisor Hero
We are very excited to announce the kickoff of our #advisorhero campaign, where we have the wonderful opportunity to share the stories of advisors or offices who are inspiring us.
05
Dec
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.
10
Oct
Redtail Engages AI to Boost Advisory Community
Category: Best Practices, New Features
Company CEO Brian McLaughlin, highlights Redtail's A.I. offering and how it will impact advisors and help them improve their businesses.
10
Oct
Why CRM is the core of your business
Category: Best Practices, New Features
Redtail's Rick Williamson says that your CRM is essential for a good advisory business. What is Redtail doing to enhance its platform?
27
Sep
Retriever Cloud for Google is now available!
Category: New Features
Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Google.
20
Aug
Start with a Head Start: Note and Activity Templates Are Going to Save You Some Serious Time!
Category: Best Practices, New Features
We've always encouraged advisors to take detailed notes and to track their activities in Redtail CRM. We are glad we can now offer Note and Activity Templates.
10
May
Sophie would love to become a part of your family today!
Category: Animal Foster Care
Meet Sophie, the latest in a long line of pups to be fostered by Redtail employees (in this case, Nikki)!
10
Apr
Retriever Cloud for Office 365 is now available!
Category: New Features
Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Office 365.
25
Mar
Redtail #4 on SourceMedia’s list of Best Fintechs to Work For
Category: Awards, Recognition
As it is one of Redtail’s primary missions as an organization to create and maintain a thriving company culture, we were ecstatic to land at #4 on SourceMedia’s second annual li...