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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
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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
03
Oct
2022
Redtail’s Best Paw Forward Photo Challenge September 2022 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for September 2022. See who will be featured on Redtail's login page during the month of October.
29
Sep
2022
Building your Tech Stack: Redtail’s October 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in October to learn how our partner integrations can help streamline your workday. This month features Healthpilot and Preci...
27
Sep
2022
Our Clients Want Us to Text Them. Here’s How.
Category: FinTech Industry
In a Practice Management piece at ThinkAdvisor, Redtail co-founder and president of Orion Advisor Technology Brian McLaughlin outlines how to begin texting your client complian...
23
Sep
2022
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
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
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
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
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
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
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!