Contact: 800-206-5030
support@redtailtechnology.com
sales@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Billing:
Mon-Fri 6am-3pm
Pacific Time

Redtail is a 2020 Wealthies Awards Winner!

Category: Awards/Recognition
Wealthies 2020 Winner

Wealthies Awards Winner 2020

We are thrilled and honored to be named the Winner in WealthManagement.com’s 2020 Industry Awards in the Technology Providers: CRM category, specifically for our new mobile app. With the completely new version of the Redtail CRM app that we released back in February of this year, our aim was to provide Redtail users with an improved mobile experience that perfectly complements what they can accomplish on the desktop; our great mobile feedback this year, along with recognition such as this Wealthies win, fuels us onward to further development in support of the advisory community.

You can see the full list of 2020 Industry Awards finalists and winners here. A big congrats to everyone else on this list as well!

Also, below you can watch a quick clip of Redtail’s Director of Sales, David Mehlhorn, speaking with FiComm’s Megan Carpenter about Redtail’s mobile app for Ficomm’s #WealthiesFireside series:

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.