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Press Releases

Redtail Technology > Press Releases

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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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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