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Press Releases

Redtail Technology > Press Releases

Ladder Partners with Redtail Technology to Make Life Insurance Easy for Advisors

Ladder, the company offering flexible life insurance in minutes, announced an integration with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial services firms.

September 29, 2021
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Plain Wealth Announces Partnership With the #1 CRM in Wealth Management and Launches Plain Wealth App

Plain Wealth, a technology-focused innovation firm in Wichita’s Old Town, launches the Plain Wealth app, a SaaS app designed to provide a frictionless client wealth experience, in partnership with Redtail, the world’s leading CRM in wealth management.

August 4, 2021
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Redtail Technology Expands Training Department, Relaunching Redtail University in Person in 2022

Rick Williamson has been promoted to be Redtail Technology’s Director of Training and will lead their 2022 RTU Live efforts.

July 15, 2021
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StratiFi & Redtail Announce Integration Partnership

The integration provides users access to StratiFi’s award-winning PRISM Rating™ technology, with SSO using their Redtail credentials.

May 6, 2021
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Logicly Announces Integration with Top CRM Software

Logicly announces an integration with Redtail Technology, creating single sign-on access for streamlined investment analysis.

March 9, 2021
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The Riskalyze Fearless Investing Summit Returns

The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best Refund Policy.

January 26, 2021
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MaxMyInterest Integrates with Redtail Technology

Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution.

January 26, 2021
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Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared to Work from Home

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

November 18, 2020
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Holistiplan Partners With Redtail Technology to Streamline the Process of Analyzing Tax Returns

Financial advisors can now prove value to clients by seamlessly incorporating automatically-generated tax planning information.

October 28, 2020
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Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools.

October 20, 2020
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