Press Releases - Redtail Technology

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

November 18, 2020

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Holistiplan Partners With Redtail Technology to Streamline the Process of Analyzing Tax Returns

Financial advisors can now prove value to clients by seamlessly incorporating automatically-generated tax planning information.

October 28, 2020

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Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools.

October 20, 2020

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Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Redtail is a strategic partner in the new Carson Coaching Online hub bringing the best solutions in the advisory profession to members.

August 13, 2020

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Press Release

Asset-Map Announces Virtual Advisor Technology Showcase, AdviceTech.LIVE

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.

July 28, 2020

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FP Alpha and Redtail Technology Announce New Integration

FP Alpha, an AI-driven comprehensive wealth management solution, is now integrated with Redtail Technology CRM for the financial advice industry.

July 21, 2020

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