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Support:
Mon-Fri 5am-5pm
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Corporate & Billing:
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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
25 Feb 2020
Redtail’s CRM Toolkit Series 2020: An Introduction
Category: CRM Toolkit Series
Over the course of our Redtail CRM Toolkit 2020 Series, we hope to be able to help you address challenges in your business in 2020 and beyond.
24 Feb 2020
The 2020 T3/Inside Information Advisor Software Survey Results are in!
Category: Recognition, Survey
The results are in for the #T32020 Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 average satisfaction rating (one of...
20 Feb 2020
Registration for RTU Orange County, CA is now open!
Category: Redtail University
Redtail University has returned and in 2020 we will be working with power tools, blueprints, and best practices to help you build relationships with your clients.
18 Feb 2020
Release Note Focus: Redtail CRM has a new version of its mobile app!
Category: New Features, Release Notes
Our team has aimed for feature-for-feature parity with prior versions of the app but has added highly requested new features, based on user feedback.
11 Feb 2020
Redtail #11 on Arizent’s third annual list of Best Fintechs to Work For
Category: Awards, Culture, Recognition
We’ve always cared deeply about creating and maintaining a work environment where employees love to spend their days and are equipped to thrive in their positions.
10 Feb 2020
Are You Planning to Celebrate Your Clients in 2020? – Part 2
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack. (Part 2)
07 Feb 2020
Release Note Focus: A Redtail Update With Recent Passage of the SECURE Act
Category: New Features, Release Notes
With updates to the Required Minimum Distribution age due to the SECURE Act come updates to our Contacts by RMD Report.
06 Feb 2020
Registration for RTU Chicago is now open!
Category: Redtail University
Redtail University has returned and in 2020 we will be working with power tools, blueprints, and best practices to help you build relationships with your clients.
05 Feb 2020
Are You Planning to Celebrate Your Clients in 2020? – Part 1
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack.
31 Jan 2020
New Integration with Aidentified’s MoneyinMotion platform!
Category: Integrations
Details on Aidentified's MoneyinMotion and their new integration with Redtail CRM are now available.