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Mon-Fri 8am-4pm
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Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
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
01
Sep
2021
Redtail’s Best Paw Forward Photo Challenge August winner
Category: Culture
We asked for your pup photos for our Best Paw Forward Photo Challenge - and as usual you didn't disappoint! Find out who our August winners are today!
23
Aug
2021
Tips from Redtail’s Training Team: How to Handle . . . RMDs
Category: Resources
By managing and tracking RMDs in Redtail CRM, you keep everything in one secure location for your entire office to reference and utilize.
13
Aug
2021
Redtail again tops RIA in a Box’s CRM Category in their annual survey
Category: Survey
RIA in a Box's 2021 technology survey results were posted yesterday, and Redtail CRM again had a very strong showing.
06
Aug
2021
Manage your CRM: How to customize your Notification Options preferences
Category: Resources
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Notification Options” preferences.
06
Aug
2021
Practice Management Takeover with Derek Notman, Founder of Conneqtor, on August 10
Category: Best Practices
In order to be relevant, searchable, and thrive in the digital world, financial advisors simply must learn how to flaunt their digital assets.
03
Aug
2021
Read Redtail’s August 2021 newsletter
Category: Monthly Newsletter
Read our August newsletter for updates from our Training Team, a couple of Best Practice pieces, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more ....
02
Aug
2021
New integration with Plain Wealth!
Category: Integrations
Plain Wealth leverages information within Redtail CRM to provide advisors a client-facing app, white-labeled to their name and brand.
02
Aug
2021
Best Practice Partner Spotlight – Logicly with ETFLogic on August 4
Category: Integrations
Join this webinar on August 4 to learn more about Risk Measurement with Logicly & Redtail: Building the Perfect Portfolio.
01
Aug
2021
Redtail’s Best Paw Forward Photo Challenge July winner
Category: Culture
We asked for your pup photos for our Best Paw Forward Photo Challenge - and as usual you didn't disappoint! Find out who our June winner was today!
30
Jul
2021
Truly automate processes using Zaps with Zapier & Redtail – webinar on August 3
Category: Integrations
The integration between Zapier & Redtail CRM has been enhanced to include more triggers and actions you can use to connect with other popular industry software.