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Press Releases

Redtail Technology > Press Releases

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Timelineapp Tech Limited (Timeline) and Redtail Technology (Redtail) announced an integration that will enable advisors to seamlessly import client details, account holdings, and other important data from Redtail directly into Timeline.

January 28, 2020
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Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

AdvicePay announced today a new client data integration with the leading provider of client relationship management (CRM) solutions for financial services firms, Redtail.

December 5, 2019
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AdvicePay and Redtail Technology Announce New Integration

AdvicePay announced today a new client data integration with the leading provider of client relationship management (CRM) solutions for financial services firms, Redtail.

November 7, 2019
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Redtail Named to Inc. 5000

Redtail Technology, a leading provider of web-based Client Relationship Management (CRM), announced it has ranked No. 4733 on Inc. Magazine’s annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies.

August 14, 2019
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Redtail Technology Survey Reveals Financial Advisory Firms Are More Tech Empowered Than Industry Thinks

“Gen Tech” survey uncovers generational trends among wealth management firms regarding use of technology, client communication and succession planning.

November 28, 2018
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Inc. Magazine Unveils Its 37th Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000

For the 6th time, Redtail Technology appears on the Inc. 5000, Ranking No. 4436

August 16, 2018
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Redtail Technology Establishes Atlanta as East Coast Headquarters to Accommodate Growth

Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GA office to Atlanta, GA to accommodate its rapidly growing employee-base.

April 11, 2018
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Redtail Technology Unveils Redtail Speak; First of Its Kind Compliance-Approved Text Messaging Solution for Financial Advisors

Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, announced Redtail Speak, a compliance-approved, real-time communication platform for financial advisors.

October 5, 2017
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Tailwag 2.0

Here’s a quick rundown of some of the changes you’ll find greeting you in Tailwag v.2.0 when you login to your CRM on February 9, 2017.

February 2, 2017
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Financial Media Exchange and Redtail Technology Announce the Integration of Redtail’s Robust CRM Functionality with FMeX’s Innovative Content-As-A-Service Platform for Financial Advisors

Financial Media Exchange (FMeX), a leading provider of financial content, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into FMeX’s Content-As-A-Service platform for financial advisors.

August 15, 2016
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