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Support:
Mon-Fri 5am-5pm
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Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
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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
05
Jun
2020
The Path to Independence Promotion
Category: FinTech Industry
We are excited to announce that we have teamed up with our friends at RIA in a Box, Riskalyze, and Morningstar to extend support to new registe...
21
May
2020
Community Support in the Time of COVID-19
Category: Culture
Redtail CEO Brian McLaughlin breaks down some of the ways we've gone about supporting our communities during COVID-19 in a new piece at ThinkAd...
19
May
2020
Practical Projects for Pandemic Downtime: Database Cleanup and Maintenance
Category: Best Practices
If we can help you bolster any area of your business through any of these suggestions, that will be pandemic downtime well spent.
18
May
2020
New Integration with Pulse360!
Category: Integrations
Pulse360's integration with Redtail allows users to bi-directionally sync contact and Phone or Appointment activity data between the two platfo...
15
May
2020
New Integration with Avantax Wealth Management!
Category: Integrations
Avantax's integration with Redtail CRM provides users with SSO (Single Sign-on) and Send To capabilities from Redtail to Avantax.
14
May
2020
Updated Integration with TD Ameritrade Institutional’s Veo One!
Category: Integrations
You can now access Veo One's New Account Wizard as well as TDA Announcements from within Redtail CRM, eliminating data entry and saving you time.
14
May
2020
Release Note Focus: Database Lists, Alerts, Search, and a Help Center page
Category: Release Notes
Redtail CRM updates include database list updates, alert sound updates, contact search updates and a new Help Center page.
12
May
2020
Your CRM as a Component of Crisis Management
Category: Best Practices
Crises present an opportunity for you to reveal your character through how you respond. Redtail CRM can be a valuable component of your crisis ...
12
May
2020
InvestmentNews and Redtail are teaming up to share Good News from the advisor community
Category: Culture
Redtail's Director of Sales David Mehlhorn talks about the importance of sharing good advisor news in a new campaign with InvestmentNews.
06
May
2020
Our CEO joined the TacoTech podcast for Cinco de Mayo
Category: Culture
Redtail CEO Brian McLaughlin joined Torie Happe and Johnny Sandquist on their TacoTech podcast yesterday to talk about how Redtail is maintaini...