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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
28
Aug
2023
New integration with Wealth.com!
Category: Integrations
In this new integration, advisors can tie Wealth.com-specific fields to UDFs in Redtail as well as triggering Client notes in the CRM from actions taken in the Wealth.com platf...
28
Aug
2023
Orion Podcasts – August 2023
Category: Resources
Fuel your advisor journey with these recent Orion podcast episodes from Standard Deviations, Weighing the Risks, The Weighing Machine, and The Fuse Show
17
Aug
2023
New integration with Optivice!
Category: Integrations
In this new integration, advisors can sync contacts to Optivice and pull credit score information for those clients from Optivice to Redtail.
01
Aug
2023
Redtail’s Best Paw Forward Photo Challenge July 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for July 2023. See who will be featured on Redtail's login page during the month of August.
25
Jul
2023
Orion Podcasts – July 2023
Category: Resources
Fuel your advisor journey with these recent Orion podcast episodes from Standard Deviations, Weighing the Risks, The Weighing Machine, and The Fuse Show
13
Jul
2023
New integration with CogniCor!
Category: Integrations
In this new integration, CogniCor's Meeting Assistant enables users to automate manual tasks such as creating agendas, capturing meeting notes, scheduling calls, and more.
12
Jul
2023
Read Redtail’s July 2023 newsletter
Category: Monthly Newsletter
Read our July newsletter for Redtail and industry news, solution updates, practice management information, and more.
03
Jul
2023
Orion Podcasts – June 2023
Category: Resources
Fuel your advisor journey with these recent Orion podcast episodes from Standard Deviations, Weighing the Risks, The Weighing Machine, and The Fuse Show
01
Jul
2023
Redtail’s Best Paw Forward Photo Challenge June 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for June 2023. See who will be featured on Redtail's login page during the month of July.
06
Jun
2023
Read Redtail’s June 2023 newsletter
Category: Monthly Newsletter
Read our June newsletter for info on Redtail Plans and Orion Stacks, links to upcoming RTU open registrations, integration info., and more.