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23 Sep 2022
Redtail Blog Feature Graphic - Integration News
New integration with TIFIN Wealth!
Category: Integrations
This new integration offers the ability to pull in select user lists and associated Portfolio data from Redtail CRM to use within TIFIN Wealth's ecosystem of personalization so...
23 Sep 2022
Redtail Blog Feature Graphic - Integration News
New integration with GReminders!
Category: Integrations
This new integration offers the ability to remind your Redtail Contacts to show up for their appointments via text or email, logs those reminders as notes, and helps automate y...
23 Sep 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with BackNine Insurance on September 27!
Category: Integrations
Offer Life & LTC Insurance inside your Redtail CRM now! Learn more at this webinar on September 27th with BackNine Insurance.
16 Sep 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Bento Engine on September 20!
Category: Integrations
Bento Engine + Redtail CRM: Technology Powering Human Engagement. Learn more at this Redtail webinar on September 20th with Bento Engine.
15 Sep 2022
Redtail Blog Feature Graphic - Integration News
New integration with CurrentClient!
Category: Integrations
This new integration offers the ability to sync Redtail contact data to CurrentClient, where you can send texts, videos and surveys to your clients.
14 Sep 2022
Redtail Blog Feature Graphic - Industry Updates
With Orion realignment, Brian McLaughlin steps into role of President, Orion Advisor Tech
Category: FinTech Industry
Orion is reorganizing to focus on three strategic business lines (Advisor Tech, OCIO and TAMP).
09 Sep 2022
Blog Feature Graphics Speak Updates
Release Note Focus: Merge fields now available for Broadcast Messaging in Redtail Speak
Category: Release Notes
We continue to add new features to Redtail Speak, with the latest being the addition of merge fields for broadcast messaging!
06 Sep 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s September 2022 newsletter
Category: Monthly Newsletter
Read our September newsletter for information on our enhanced Redtail-Orion integration, a new Managing Your CRM series post, and more.
02 Sep 2022
Redtail Blog Feature Graphic - Integration News
Updated integration with Healthpilot!
Category: Integrations
Updates include the ability to send an email referral to your client right from within Redtail. This email will include a link for your client to access the Healthpilot technol...
02 Sep 2022
Blog Feature Practice Management - Kate Guillen
Practice Management Takeover with Kate Guillen on September 6th
Category: Best Practices
Join Redtail and Kate Guillen for this Practice Management Takeover to learn best practices for creating a repeatable task management system.