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Mon-Fri 8am-4pm
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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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
Billing:
Mon-Fri 6am-3pm
Pacific Time
Ext. 4
20
Aug
2019
Start with a Head Start: Note and Activity Templates Are Going to Save You Some Serious Time!
Category: Best Practices, New Features
We've always encouraged advisors to take detailed notes and to track their activities in Redtail CRM. We are glad we can now offer Note and Activity Templates.
10
May
2019
Sophie would love to become a part of your family today!
Category: Animal Foster Care
Meet Sophie, the latest in a long line of pups to be fostered by Redtail employees (in this case, Nikki)!
10
Apr
2019
Retriever Cloud for Office 365 is now available!
Category: New Features
Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Office 365.
25
Mar
2019
Redtail #4 on SourceMedia’s list of Best Fintechs to Work For
Category: Awards/Recognition
As it is one of Redtail’s primary missions as an organization to create and maintain a thriving company culture, we were ecstatic to land at #4 on SourceMedia’s second annual l...
18
Dec
2018
Sebastian, the first foster dog in our Atlanta East Coast HQ!
Category: Animal Foster Care
This is Sebastian, a.k.a. Doggy Dog! He’s the first dog to be fostered by a ‘Tailer in our Atlanta East Coast HQ.
13
Dec
2018
A Tale of Roscoe: The “Perfect” Dog!
Category: Animal Foster Care
For months, Redtail employee David Sipe and his girlfriend Angela had been playing around with the idea of bringing another member into their family while their kids are still ...
06
Nov
2018
Redtail’s 2018 Gen Tech Survey
Category: Survey
In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practice management technology solution...
06
Nov
2018
Executive Summary For Redtail’s 2018 Gen Tech Survey Results
Category: Survey
In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practice management technology solution...
21
Mar
2018
A Happy Anniversary to Redtail video
Category: Culture
Thank you so much to everyone involved in putting this together - it really means everything!
14
Mar
2018
7 Things That Happened To Brian And Rick On A Trip To NYC Before, During And After Winning The Family Wealth Report Client Communications Award (In The Midst Of A Major Winter Storm)
Category: Awards/Recognition, Culture
It is a great honor for us to be recognized in these awards, and testament to the hard work that our team has put into the development of Redtail Speak over the last two years....