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Press Releases

Redtail Technology > Press Releases

FinFolio Integrates With Redtail CRM

The integration combines FinFolio’s investment management, trading, billing and client portals with Redtail’s CRM functionality.

June 21, 2022
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AI-Powered Prospecting Solution, Catchlight, Integrates with Redtail Technology

Catchlight Insights LLC’s new AI-powered growth optimization technology helps advisors quickly uncover their best leads. Catchlight’s newly-announced integration with Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, makes it easy for advisors to understand and prioritize their roster of potential clients.

April 26, 2022
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Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors

Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech-driven experience.

April 19, 2022
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Passing CFP® Exam and Developing Good Communication Skills Should Be Prioritized by Aspiring Financial Advisors, Redtail Technology Survey Finds

For its fourth annual fintech industry survey, Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms, partnered with Brigham Young University – Idaho. Read about the findings.

March 29, 2022
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Redtail Technology Opens Text Messaging Platform to Entire Financial Advisory Community

Redtail Speak provides a compliant and personalized texting/chat solution with more built-in tools to drive communication efficiencies

January 12, 2022
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YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations

YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Redtail and some others.

December 10, 2021
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Skience Adds SEC 17a-4 Compliant Storage, Redtail Integration to Celebrate 20th Anniversary

Skience Adds SEC 17a-4 Compliant Storage, Redtail Integration to Celebrate 20th Anniversary

November 17, 2021
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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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