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
06 Apr 2020
integration updates
New Integration with fpPathfinder!
Category: Integrations
fpPathfinder is a financial planning tool aimed at helping diligent advisors ensure their client is on the right planning path. This integratio...
03 Apr 2020
integration updates
New Integration with BackNine Insurance!
Category: Integrations
BackNine Insurance simplifies the selling of life, long term care, disability, and annuities. They now offer a Quote and Apply integration with...
02 Apr 2020
Redtail CRM updates banner
Release Note Focus: Reminder Actions and New Help Links
Category: Release Notes
Several CRM updates (Reminder Actions, Help Links, Held Away Asset charts) were released last night that we wanted to put on your radar.
01 Apr 2020
Thank you Heroes
This April Fools’ Day, We’re Offering Thanks Rather Than Pranks
Category: Charity
We've always enjoyed our tradition of playing an April Fools’ Day joke on those in our community; we're forgoing that this year to offer thanks...
20 Mar 2020
integration updates
New Integration with LoanBuddy for Advisors!
Category: Integrations
LoanBuddy for Advisors, a provider of student loan analysis software for financial advisors, now offers integration with Redtail CRM!
16 Mar 2020
integration updates
New Integration with Lead Pilot!
Category: Integrations
We are pleased to announce the integration between Redtail CRM and Lead Pilot, a turnkey, inbound marketing solution for financial advisors.
11 Mar 2020
Redtail CRM updates banner
Release Note Focus: From Popups to Pulldowns
Category: Release Notes
We released some updates to Redtail CRM that change up the navigation a bit from your top right menu bar in the CRM, as well as a couple of oth...
04 Mar 2020
New Feature announcement
Release Note Focus: Giving You More Flexibility with Retriever Cloud
Category: New Features, Release Notes
Last night we released some updates to Retriever Cloud for Google and Office 365 that provide you with greater flexibility in regard to the dat...
25 Feb 2020
CRM Toolkit Series 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
T3 results
The 2020 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/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 a...