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Press Releases

Redtail Technology > Press Releases

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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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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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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