Interested in joining our mailing list(s)?
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
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
03
Feb
2021
Best practices when adding Redtail-hosted email accounts to your mobile device
Category: Best Practices
Here, we share some tips from our Email Support team to help troubleshoot “missing emails” when attempting to view email on a mobile device.
03
Feb
2021
Read Redtail’s February 2021 newsletter here
Category: Monthly Newsletter
Check out Redtail's February newsletter for upcoming webinars, practice management tips, a fun new challenge, and our latest integrations.
02
Feb
2021
New integration with Knudge!
Category: Integrations
Import or link your Redtail clients to your Knudge account and send notes back to their records in Redtail when nudges are posted or completed.
01
Feb
2021
Replay of Panoramix Partner Spotlight featuring Redtail Technology 1/28/21
Category: FinTech Industry
On January 28, Tim Welsh, President of Nexus Strategy, hosted Panoramix CEO Chris Hastings and Redtail CEO Brian McLaughlin to see what they had to say about 2020 and where ...
28
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #2
Category: Resources
You want a flexible solution that both grows with you and that you can grow into.
22
Jan
2021
Best Practice Partner Webinar with Aidentified on January 26!
Category: Integrations
Relationship Intelligence 2.0 – Accelerate Conversations and Conversions. Register now for this Best Practice Partner Webinar on January 26.
21
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #1
Category: Resources
CRM implementation can be time-consuming – you only want to spend the time and effort required to implement a CRM system on one with a proven track record of advisor success.
21
Jan
2021
New integration with Max For Advisors!
Category: Integrations
Send your Redtail clients to Max to initiate the account opening process for each of them within Max for Advisors.
14
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: an introduction
Category: Resources
If you are considering Redtail CRM as a solution for managing your client relationships and processes, this series is geared toward helping you make an informed decision.
06
Jan
2021
Read Redtail’s January 2021 newsletter here
Category: Monthly Newsletter
Check out Redtail's January newsletter for upcoming webinars, helpful practice management tips, and our latest integration.