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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 7am-4pm
Pacific Time
Ext. 4
26
May
2022
Building Your Tech Stack webinar with Holistiplan on May 31!
Category: Integrations
Tax Planning Is the Powerful Tool Advisors Didn’t Know They Needed. Learn more at this webinar on May 31 with Holistiplan.
26
May
2022
Tips from Redtail’s Training Team: How to Handle . . . Client Death
Category: Resources
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your clients passes away.
19
May
2022
Manage your CRM: Manage Automations
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Automation Templates in Redtail CRM.
13
May
2022
The 2022 T3/Inside Information Advisor Software Survey Results are in!
Category: Survey
The results are in for the 2022 T3/Inside Information Advisor Software Survey. We are honored to finish #1 in the CRM Category and #3 in the Document Management Category, with ...
13
May
2022
Building Your Tech Stack webinar with StratiFi on May 17!
Category: Integrations
How to empower clients to easily understand risk and take action with StratiFi and Redtail CRM. Learn more at this webinar on May 17.
06
May
2022
Practice Management Takeover with Deborah Fox on May 10
Category: Best Practices
Join Redtail and Deborah Fox to learn How to Leverage Redtail’s Standard Reports as a Tool to Continuously “Wow” Your Clients in this Practice Management webinar on May 10.
03
May
2022
Read Redtail’s May 2022 newsletter
Category: Monthly Newsletter
Read our May newsletter for info on the big Orion news, CRM release notes, our Managing Your CRM series, Best Paw Forward winners, and more.
02
May
2022
Building your Tech Stack: Redtail’s May 2022 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 StratiFi and Holistiplan.
02
May
2022
Redtail’s Best Paw Forward Photo Challenge April 2022 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for April 2022. See who will be featured on Redtail's login page during the month of May.
29
Apr
2022
Release Note Focus: Saved Report Filters are now available in Redtail CRM!
Category: New Features, Release Notes
You can now save your Standard Report Filters as Saved Filters for repeated use within Redtail CRM.