Interested in joining our mailing list(s)?
Contact: 800-206-5030
support@redtailtechnology.com
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
15
Apr
2020
Proud Participants in #TakeoutTuesday
Category: Culture
On Tuesday (April 14th) we invited our staff members to feed themselves and their families while supporting locally owned, non-chain restaurants.
13
Apr
2020
CEO Roundtable 2.0 – Learn Remote Work Principles and Tactics from Top WealthTech CEOs
Category: FinTech Industry
After the great response to the CEO Roundtable on April 2, we were all excited to hear more executive insights on remote work in CEO Roundtable 2.0!
09
Apr
2020
CEO Roundtable: Leading Through Change in The Age of COVID-19
Category: FinTech Industry
Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change management, virtual culture building, l...
08
Apr
2020
Steadiness stands out in times of disruption
Category: Best Practices
Redtail's Director of Sales David Mehlhorn shares his thoughts on how advisors might approach dealing with disruptions such as COVID-19.
06
Apr
2020
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 integration allows you to launch their Chec...
03
Apr
2020
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 Redtail CRM!
02
Apr
2020
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.
01
Apr
2020
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 instead.
20
Mar
2020
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!
16
Mar
2020
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.