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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
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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
22
Apr
2022
Leveraging the YCharts + Redtail Integration for Smarter Portfolio Construction & Analysis – webinar on April 26!
Category: Integrations
Leveraging the YCharts + Redtail Integration for Smarter Portfolio Construction & Analysis. Learn more at this webinar on April 26.
21
Apr
2022
Manage your CRM: Manage Activity Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Activity Templates in Redtail CRM.
15
Apr
2022
Building Your Tech Stack webinar with Appointment Reminder on April 19!
Category: Integrations
Automate appointment reminders and reduce no-shows with Redtail CRM and AppointmentReminder.com. Learn more at this webinar on April 19.
13
Apr
2022
Redtail is a winner at the WealthTech Americas Awards 2022!
Category: Awards/Recognition
Redtail is honored to be named the winner of the WealthTech Americas 2022 CRM Solution Provider award in the US categories.
08
Apr
2022
Practice Management Takeover Tuesday with Zoë Meggert on April 12
Category: Best Practices
Join Redtail and Zoë Meggert to learn more about Content Marketing for Financial Planners in this Practice Management webinar on April 12.
06
Apr
2022
Read Redtail’s April 2022 newsletter
Category: Monthly Newsletter
Read our April newsletter for our 2021 annual survey results, CRM mobile release notes, integration updates, and more.
04
Apr
2022
Redtail’s Best Paw Forward Photo Challenge March 2022 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for March 2022. See who will be featured on Redtail's login page during the month of April.
01
Apr
2022
Building Your Tech Stack webinar with Hubly on April 5!
Category: Integrations
Leveraging your Redtail CRM data to trigger a personalized service for each client w/ Hubly. Learn more at this Building Your Tech Stack webinar on April 5.
01
Apr
2022
Building your Tech Stack: Redtail’s April 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in April to learn how our partner integrations can help streamline your workday. This month features Hubly and Appointment R...
29
Mar
2022
Redtail Technology’s Financial Planning Career Perceptions 2021 Survey – In Conjunction with Brigham Young University-Idaho
Category: Survey
In October of 2021, Redtail conducted its Financial Planning Career Perceptions survey of financial professionals and students.