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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
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
10
May
2023
Building Your Tech Stack webinar with Flourish on May 16!
Category: Integrations
Why Advisors Need to Have a Solution for Held-Away Cash. Learn more at this webinar on May 16th with Flourish.
01
May
2023
Building your Tech Stack: Redtail’s May 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in May to learn how our partner integrations can help streamline your workday. This month features Flourish, Orion and Incom...
17
Apr
2023
Building Your Tech Stack webinar with Finpace on April 18!
Category: Integrations
Redtail + Finpace = Speed and Precision. Learn more at this webinar on April 18th with Finpace.
04
Apr
2023
New integration with Flourish!
Category: Integrations
The Redtail + Flourish integration gives advisors the ability to quickly and easily pre-fill end-client applications and then invite clients with the press of a button within F...
03
Apr
2023
Building your Tech Stack: Redtail’s April 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in April to learn how our partner integrations can help streamline your workday. This month features Mobile Assistant, Finpa...
28
Mar
2023
Updated integration with Asset-Map!
Category: Integrations
Integration updates include the ability to import and store account and asset/liability data from Redtail CRM into Asset-Map.
17
Mar
2023
Building Your Tech Stack webinar with Bento Engine on March 21!
Category: Integrations
Redtail + Bento = Leading with Advice. Learn more at this webinar on March 21st with Bento Engine.
27
Feb
2023
Building your Tech Stack: Redtail’s March 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in March to learn how our partner integrations can help streamline your workday. This month features Quik! and Bento Engine.
27
Feb
2023
New integration with DTS Verify!
Category: Integrations
This new integration with DTS Verify allows you to quickly confirm client identities via codes sent to their preferred number on file in Redtail CRM.
19
Jan
2023
New integration with Finpace!
Category: Integrations
This new integration with Finpace allows you to pull client data from Redtail CRM into Finpace as well as to push client data from Finpace into Redtail CRM.