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Business Hours Sales:
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Pacific Time
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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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
06
Sep
2022
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
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
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.
01
Sep
2022
Redtail’s Best Paw Forward Photo Challenge August 2022 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for August 2022. See who will be featured on Redtail's login page during the month of September.
29
Aug
2022
Building your Tech Stack: Redtail’s September 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in September to learn how our partner integrations can help streamline your workday. This month features Bento Engine and Ba...
26
Aug
2022
Building Your Tech Stack webinar with fpPathfinder on August 30!
Category: Integrations
Navigating Complex Financial Planning Questions with fpPathfinder. Learn more at this Redtail webinar on August 30th with fpPathfinder.
24
Aug
2022
AllBackoffice Consulting services offered to Redtail users!
Category: FinTech Industry
AllBackoffice Consulting, who offer Operations and Technology Solutions for Wealth Management, now has Redtail-specific service offerings that may benefit some offices.
23
Aug
2022
Updated integration with Orion Advisor Technology!
Category: Integrations
Updates include Orion Portfolio View accessibility within Redtail CRM on your Today page as well as Portfolio View for individual clients accessible from their Accounts page in...
19
Aug
2022
Building Your Tech Stack webinar with Catchlight on August 23!
Category: Integrations
Growing your practice organically with Catchlight & Redtail. Learn more at this Redtail webinar on August 23rd with Catchlight.
16
Aug
2022
Manage your CRM: Manage Note Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.