News - Page 3 of 6 - Redtail Technology

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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...

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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...

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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.

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/thank-you-to-all-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/thank-you-to-all-350x220.jpg" width="350" height="220" alt="Thank you Heroes" title="Thank you Heroes" />

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...

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="integration updates" />

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!

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="integration updates" />

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.

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-700x440.jpg 2x" width="350" height="220" alt="Redtail CRM updates banner" title="Redtail CRM updates banner" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-350x220.jpg" width="350" height="220" alt="Redtail CRM updates banner" title="Redtail CRM updates banner" />

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...

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2019/08/NewFeature_blog-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2019/08/NewFeature_blog-350x220.jpg" width="350" height="220" alt="New Feature announcement" title="New Feature announcement" />

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...

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/02/ToolkitSeries_1200x581-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/02/ToolkitSeries_1200x581-350x220.jpg" width="350" height="220" alt="CRM Toolkit Series 2020" title="ToolkitSeries_1200x581" />

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.

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/02/t3-results-blog-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/02/t3-results-blog-350x220.jpg" width="350" height="220" alt="T3 results" title="T3 results" />

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...