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Press Releases

Redtail Technology > Press Releases

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Redtail is a strategic partner in the new Carson Coaching Online hub bringing the best solutions in the advisory profession to members.

August 13, 2020
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Asset-Map Announces Virtual Advisor Technology Showcase, AdviceTech.LIVE

Asset-Map today announced AdviceTech.LIVE, a virtual event where top financial tech execs will speak on a wide range of forward-thinking topics and ideas.

July 28, 2020
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FP Alpha and Redtail Technology Announce New Integration

FP Alpha, an AI-driven comprehensive wealth management solution, is now integrated with Redtail Technology CRM for the financial advice industry.

July 21, 2020
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RIA in a Box Joins with Morningstar, Redtail, and Riskalyze to Provide New RIAs Free Access to Top Industry Technologies Upon Registration

Compliance software leader unites financial services powerhouses like Redtail to support advisors during COVID-19 through The Path to Independence Promotion.

June 2, 2020
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Twenty Over Ten Partners with Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail, the leader in web-based CRM solutions for financial service firms.

March 10, 2020
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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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