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
10 Oct 2019
Rick Williamson talks on CRM
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 2019
Redtail Retriever Cloud
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 2019
New Feature announcement
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 Act...
10 May 2019
Sophie the dog
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 2019
Redtail Retriever Cloud
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 2019
Dog sitting next to a laptop
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...
18 Dec 2018
Dog name Sebastian playing with toy
Sebastian, the first foster dog in our Atlanta East Coast HQ!
Category: Animal Foster Care
This is Sebastian, a.k.a. Doggy Dog! He’s the first dog to be fostered by a ‘Tailer in our Atlanta East Coast HQ.
13 Dec 2018
Dog named Roscoe laying on the ground
A Tale of Roscoe: The “Perfect” Dog!
Category: Animal Foster Care
For months, Redtail employee David Sipe and his girlfriend Angela had been playing around with the idea of bringing another member into their f...
06 Nov 2018
redtail gen tech 2018 survey results infographic
Redtail’s 2018 Gen Tech Survey
Category: Survey
In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practi...
06 Nov 2018
redtail gen tech 2018 survey results infographic
Executive Summary For Redtail’s 2018 Gen Tech Survey Results
Category: Survey
In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practi...