Press Releases - Redtail Technology

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

View the Post

Press Release

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

View the Post

Press Release

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

View the Post

Press Release

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

View the Post

Press Release

AdvicePay and Redtail Technology Announce New Integration

AdvicePay announced today a new client data integration with the leading provider of client relationship management (CRM) solutions for financial services firms, Redtail.

November 7, 2019

View the Post

Press Release

Redtail Named to Inc. 5000

Redtail Technology, a leading provider of web-based Client Relationship Management (CRM), announced it has ranked No. 4733 on Inc. Magazine’s annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies.

August 14, 2019

View the Post

Press Release

Redtail Technology Survey Reveals Financial Advisory Firms Are More Tech Empowered Than Industry Thinks

“Gen Tech” survey uncovers generational trends among wealth management firms regarding use of technology, client communication and succession planning.

November 28, 2018

View the Post

Press Release

Inc. Magazine Unveils Its 37th Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000

For the 6th time, Redtail Technology appears on the Inc. 5000, Ranking No. 4436

August 16, 2018

View the Post

Press Release

Redtail Technology Establishes Atlanta as East Coast Headquarters to Accommodate Growth

Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GA office to Atlanta, GA to accommodate its rapidly growing employee-base.

April 11, 2018

View the Post

Press Release

Redtail Technology Unveils Redtail Speak; First of Its Kind Compliance-Approved Text Messaging Solution for Financial Advisors

Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, announced Redtail Speak, a compliance-approved, real-time communication platform for financial advisors.

October 5, 2017

View the Post