Contact: 800-206-5030
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Support:
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Corporate & Billing:
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01 Sep 2022
Baxter
Redtail’s Best Paw Forward Photo Challenge August 2022 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for August 2022. See who will be featured on Redtail's login page during the month of September.
29 Aug 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s September 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in September to learn how our partner integrations can help streamline your workday. This month features Bento Engine and Ba...
26 Aug 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with fpPathfinder on August 30!
Category: Integrations
Navigating Complex Financial Planning Questions with fpPathfinder. Learn more at this Redtail webinar on August 30th with fpPathfinder.
24 Aug 2022
Redtail Blog Feature Graphic - Best Practices
AllBackoffice Consulting services offered to Redtail users!
Category: FinTech Industry
AllBackoffice Consulting, who offer Operations and Technology Solutions for Wealth Management, now has Redtail-specific service offerings that may benefit some offices.
23 Aug 2022
Redtail Blog Feature Graphic - Integration News
Updated integration with Orion Advisor Technology!
Category: Integrations
Updates include Orion Portfolio View accessibility within Redtail CRM on your Today page as well as Portfolio View for individual clients accessible from their Accounts page in...
19 Aug 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Catchlight on August 23!
Category: Integrations
Growing your practice organically with Catchlight & Redtail. Learn more at this Redtail webinar on August 23rd with Catchlight.
16 Aug 2022
Manage Your CRM – General Options
Manage your CRM: Manage Note Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.
12 Aug 2022
Redtail Blog Feature Graphic - Integration News
New integration with TimeLyft!
Category: Integrations
This new integration offers the ability to import contacts along with any tasks linked to a contact from Redtail CRM into TimeLyft for a time analysis.
08 Aug 2022
Redtail Blog Feature Graphic - Integration News
New integration with The Perfect RIA (Invictus)!
Category: Integrations
This new integration allows advisors to sync client account and beneficiary data from Redtail CRM into the Invictus tool kit.
05 Aug 2022
Blog Feature Practice Management - Lacey Shrum
Practice Management Takeover with Lacey Shrum on August 9th
Category: Best Practices
Join Redtail and Lacey Shrum for this Practice Management Takeover to learn actions to take your fee process from surviving to thriving in this webinar on August 9.