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Mon-Fri 5am-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
Billing:
Mon-Fri 6am-3pm
Pacific Time
01
Jun
2023
Redtail’s Best Paw Forward Photo Challenge May 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for May 2023. See who will be featured on Redtail's login page during the month of June.
10
May
2023
Building Your Tech Stack webinar with Flourish on May 16!
Category: Integrations
Why Advisors Need to Have a Solution for Held-Away Cash. Learn more at this webinar on May 16th with Flourish.
10
May
2023
Release Note Focus: AI assistant now available in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
05
May
2023
Practice Management Takeover with Lacey Shrum on May 9th
Category: Best Practices
Join Redtail and Lacey Shrum for this Practice Management Takeover to learn Five Fee Management Tips for Business Growth and Risk Mitigation
02
May
2023
Read Redtail’s May 2023 newsletter
Category: Monthly Newsletter
Read our May newsletter for info on Orion's new website, links to two upcoming RTU open registrations, new integration info., and more.
02
May
2023
The benefits of bringing cash into your orbit
Category: Best Practices, Integrations
"The benefits of bringing cash into your orbit" - a guest blog post from Ben Cruikshank, President of Flourish
01
May
2023
Building your Tech Stack: Redtail’s May 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in May to learn how our partner integrations can help streamline your workday. This month features Flourish, Orion and Incom...
01
May
2023
Redtail’s Best Paw Forward Photo Challenge April 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for April 2023. See who will be featured on Redtail's login page during the month of May.
24
Apr
2023
New integration with NextGen Bridge (Powered by ProtectHeir)!
Category: Integrations
In this new integration, client information from Redtail CRM pre-populates information in NextGen Bridge at the time of fulfillment.
21
Apr
2023
Manage your CRM: Manage Database Contact Lists
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Contact Lists to reflect the terminology used in your office.