Contact: 800-206-5030

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Mon-Fri 5am-5pm
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Mon-Fri 6am-3pm
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17 Jun 2020
WealthManagement 2020 industry awards finalist
Redtail is Industry Awards finalist!
Category: Awards/Recognition
We were excited to find out we have been named as a finalist in’s 2020 Industry Awards in the Technology Providers: CRM category, specifically for our new ...
16 Jun 2020
Industry Updates header
Highlights from “The Path to Independence: How to Build Your Technology Stack” webinar
Category: FinTech Industry
Executives from the companies involved got together to discuss starting an RIA firm during uncertain times.
16 Jun 2020
Best Practices header
Practical projects for pandemic downtime: develop a communications plan
Category: Best Practices
When it comes to communicating with clients, finding a strategy that is both practical for your office and in line with your clients’ individual expectations can be a challenge...
12 Jun 2020
Thank you
Redtail tops RIA in a Box’s CRM Category in their annual survey
Category: Awards/Recognition, Survey
We are always thrilled to be recognized as a leader in this industry and humbled by the trust Redtail CRM subscribers place in us.
11 Jun 2020
Redtail CRM updates banner
Redtail CRM Updates and Tools to Assist with Reg BI and Form CRS Compliance
Category: FinTech Industry
Redtail CRM now includes two new fields at the individual account level to help you track Form CRS delivery and signature dates, as well as additional tools to assist with Reg ...
05 Jun 2020
Industry Updates header
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 registered investment advisors (RIAs) du...
21 May 2020
Candy with Redtail Logo
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 ThinkAdvisor.
19 May 2020
Best Practices header
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
integration updates
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 platforms.
15 May 2020
integration updates
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.