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Press Releases

Redtail Technology > Press Releases

StratiFi & Redtail Announce Integration Partnership

The integration provides users access to StratiFi’s award-winning PRISM Rating™ technology, with SSO using their Redtail credentials.

May 6, 2021
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Logicly Announces Integration with Top CRM Software

Logicly announces an integration with Redtail Technology, creating single sign-on access for streamlined investment analysis.

March 9, 2021
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The Riskalyze Fearless Investing Summit Returns

The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best Refund Policy.

January 26, 2021
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MaxMyInterest Integrates with Redtail Technology

Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution.

January 26, 2021
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Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared to Work from Home

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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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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