Press Releases - Redtail Technology

Tailwag 2.0

Here’s a quick rundown of some of the changes you’ll find greeting you in Tailwag v.2.0 when you login to your CRM on February 9, 2017.

February 2, 2017

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Press Release

Financial Media Exchange and Redtail Technology Announce the Integration of Redtail’s Robust CRM Functionality with FMeX’s Innovative Content-As-A-Service Platform for Financial Advisors

Financial Media Exchange (FMeX), a leading provider of financial content, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into FMeX’s Content-As-A-Service platform for financial advisors.

August 15, 2016

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Press Release

Redtail Technology Announces Dynamic Financial Technology Integration; Adds Zapier to CRM Platform

Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Zapier.

April 25, 2016

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Press Release

Morningstar And Redtail Technology Announce Expanded Agreement, Adding Redtail’s Robust CRM Functionality To Morningstar Office For Financial Advisors

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into Morningstar OfficeSM, its portfolio and practice management system for financial advisors.

April 21, 2016

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Press Release

SEI’s ProcessWise Program Introduces New Workflows Designed To Maximize Advisor Efficiency And Productivity

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into Morningstar OfficeSM, its portfolio and practice management system for financial advisors.

June 15, 2015

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