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
06
Apr
2021
Guest blog post from Charesse Spiller of Level Best
Category: Best Practices
Guest blog post: Charesse Spiller, Founder and Operations Consultant at Level Best - "Maximize Your Client Journey for Ultimate Scalability"
06
Apr
2021
Read Redtail’s April 2021 newsletter
Category: Monthly Newsletter
Check out Redtail's April newsletter for servant leadership tips, the March winner of our Best Paw Forward Photo Challenge, and more . . .
05
Apr
2021
Best Practice Partner Spotlight: Advisor Websites on April 7
Category: Integrations
Best Practice Partner Spotlight: Advisor Websites - April 7. "The Simple Path to Engaging Leads and Building Loyalty with Technology".
02
Apr
2021
Integration Update Webinar: Asset-Map + Redtail on April 6
Category: Integrations
Integration Update Webinar: Asset-Map + Redtail. Register now to learn more about this updated integration on April 6.
01
Apr
2021
Redtail #12 on Financial Planning’s list of Best Fintechs to Work For
Category: Awards/Recognition, Culture
We're extremely proud to turn up on Financial Planning's Best Fintechs to Work For list after a year of working from home.
01
Apr
2021
Redtail’s Best Paw Forward Photo Challenge March winner
Category: Culture
We asked for your pup photos for our Best Paw Forward Photo Challenge - you came through in a big way! Find out who our March winner was today!
30
Mar
2021
Updated integration with Asset-Map!
Category: Integrations
Integration updates include the ability to create new households in Asset-Map from Redtail CRM or link existing households from the Redtail side.
25
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #10
Category: Resources
If you are considering Redtail CRM, here's Reason #10: You don’t want to break the bank on your technology (or on support for your technology).
25
Mar
2021
New Partner Spotlight with Max for Advisors on March 30!
Category: Integrations
Come learn how to grow your practice by helping your clients earn dramatically higher yield on cash, FDIC-insured with Max for Advisors.
23
Mar
2021
The 2021 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32021 Advisor Software Survey. We are honored by the results: nearly 62% of the market chooses Redtail and gives us an 8.06 average satisfaction...