Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
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Support:
Mon-Fri 5am-5pm
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Corporate & Billing:
Mon-Fri 7am-4pm
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27 Apr 2022
Blog-Volunteer-Work
Redtail Volunteer Days at Front Street Animal Shelter
Category: Animal Foster Care
Over the past few months, Redtail employees have enjoyed volunteering at Front Street Animal Shelter in honor of various national pet holidays.
22 Apr 2022
Blog Feature Graphic_Building Your Tech Stack
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 – General Options
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
Blog Feature Graphic_Building Your Tech Stack
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
Wealth Tech Americas Awards 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
Blog Feature Practice Management - Zoe Meggert
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
Redtail Blog Feature Graphic - Newsletter Release
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
Miles
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
Blog Feature Graphic_Building Your Tech Stack
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 webinar image
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...