Rick Williamson has been promoted to be Redtail Technology’s Director of Training and will lead their 2022 RTU Live efforts.
The integration provides users access to StratiFi’s award-winning PRISM Rating™ technology, with SSO using their Redtail credentials.
Logicly announces an integration with Redtail Technology, creating single sign-on access for streamlined investment analysis.
The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best Refund Policy.
Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution.
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.