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sales@redtailtechnology.com
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
sales@redtailtechnology.com
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
31
Oct
2022
With compliant text messaging options available, there’s no excuse for incurring texting fines
Category: FinTech Industry
Redtail co-founder Brian McLaughlin discusses compliant text messaging, most-in-one solutions, and Orion's roadmap with WealthManagement TV.
28
Oct
2022
Practice Management Takeover with Adam Cmejla on November 1st
Category: Best Practices
Join Redtail and Adam Cmejla for this Practice Management Takeover to learn how to better use workflows for a cohesive client experience
27
Oct
2022
Building your Tech Stack: Redtail’s November 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in November to learn how our partner integrations can help streamline your workday. This month features TimeLyft, Redtail Ca...
26
Oct
2022
Manage your CRM: Manage Workflow Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.
25
Oct
2022
Introducing Redtail Campaigns!
Category: Marketing
Redtail Campaigns, a new marketing platform powered by Snappy Kraken, is now available during an Early Access period for advisors looking to ramp up their prospect and client e...
21
Oct
2022
A guest blog post from Derek Notman of Intrepid Wealth Partners
Category: Best Practices
Guest blog post: Derek Notman, Founder/CEO at Intrepid Wealth Partners - "Tips for financial advisors to set up an RIA"
21
Oct
2022
Building Your Tech Stack webinar with PreciseFP on October 25!
Category: Integrations
Enhancing your Client Engagement and Onboarding w/ PreciseFP and Redtail CRM. Learn more at this webinar on October 25th with PreciseFP.
14
Oct
2022
Building Your Tech Stack webinar with Healthpilot on October 18!
Category: Integrations
How Medicare Changes Your Financial Planning Conversation. Learn more at this webinar on October 18th with Healthpilot.
05
Oct
2022
Release Note Focus: Reporting now available in Redtail Speak
Category: Release Notes
We continue to add new features to Redtail Speak, with the latest being reporting capabilities for Speak database owners.
05
Oct
2022
Read Redtail’s October 2022 newsletter
Category: Monthly Newsletter
Read our October newsletter for information on a new upcoming solution from Redtail, new functionality within Speak, a link to our annual survey, and more.