Despite rarely working from home in 2019, technology advancements set advisors up for success as COVID-19 stay-at-home orders were enacted earlier this year
Financial advisors can now prove value to clients by seamlessly incorporating automatically-generated tax planning information.
Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools.
Redtail is a strategic partner in the new Carson Coaching Online hub bringing the best solutions in the advisory profession to members.
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.
FP Alpha, an AI-driven comprehensive wealth management solution, is now integrated with Redtail Technology CRM for the financial advice industry.
Compliance software leader unites financial services powerhouses like Redtail to support advisors during COVID-19 through The Path to Independence Promotion.
Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail, the leader in web-based CRM solutions for financial service firms.
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.
AdvicePay announced today a new client data integration with the leading provider of client relationship management (CRM) solutions for financial services firms, Redtail.