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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
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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
14
Jul
2020
Release Note Focus: More updates aimed at Reg BI compliance
Category: New Features, Release Notes
Redtail CRM has new updates centered around Note, Document, and Account linkage to assist further with Reg BI compliance.
07
Jul
2020
Practical projects for pandemic downtime: password managers and integrations
Category: Best Practices
In this third post, we’ll consider some smaller projects (adding a password manager and setting up integrations) that you might take on to potentially yield huge efficiencies o...
01
Jul
2020
Release Note Focus: Seminars are now accessible in Redtail CRM’s mobile app
Category: New Features, Release Notes
We're excited to announce that Seminars are now accessible in the Redtail CRM Mobile app, streamlining on-the-go event management more than ever before!
25
Jun
2020
Release Note Focus: Your Favorite Contacts
Category: Release Notes
Last night we rolled out updates that allow you to "Favorite" contacts within your Redtail CRM database. As with other lists, you can take bulk actions with these contacts.
24
Jun
2020
Fintechs zero in on Reg BI as deadline looms
Category: FinTech Industry
Redtail's Director of Sales David Mehlhorn shares information about what Redtail has put in place to assist advisors with Reg BI compliance.
24
Jun
2020
Updated Integration with GoToConnect Powered by Jive!
Category: Integrations
With the updated GoToConnect integration, you can now make any contact a video meeting.
18
Jun
2020
STEM scholarships for under-represented minorities
Category: Charity
NACME's scholarship program is one we enthusiastically support, as their passion for STEM provides amazing opportunities for minority students to further their education in eng...
17
Jun
2020
The case for texting your clients just got stronger
Category: Best Practices
Dusty Russell, Relationship Manager at Redtail, recently provided some insight on how COVID-19 has strengthened the case for adding texting to your mix of client communication ...
17
Jun
2020
Redtail is Industry Awards finalist!
Category: Awards/Recognition
We were excited to find out we have been named as a finalist in WealthManagement.com’s 2020 Industry Awards in the Technology Providers: CRM category, specifically for our new ...
16
Jun
2020
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.