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

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

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

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Login
Free Trial
Redtail Technology > News > Altigo
06 Apr 2021
Redtail newsletter
Read Redtail’s April 2021 newsletter
Category: Monthly Newsletter
Check out Redtail's April newsletter for servant leadership tips, the March winner of our Best Paw Forward Photo Challenge, and more . . .
22 Mar 2021
integration updates
New integration with Altigo!
Category: Integrations
This new integration provides Altigo users the ability to pull desired contacts over from Redtail CRM into their Altigo account.

Categories

Advisor Hero Animal Foster Care Awards/Recognition Best Practices Charity Culture FinTech Industry Integrations Monthly Newsletter New Features Press Release Redtail University Release Notes Resources Survey Training

NEWSLETTER

Interested in joining our mailing list(s)?

Join Today

Tags

advisor tools AI app asset map award Best Paw Forward Photo Challenge best practices brian mclaughlin calendar client experience client relationships COVID-19 CRM culture David Mehlhorn dog FAQ financial planning fintech Form CRS foster hayley mandrup integration integrations InvestmentNews marketing mobile mobile app Morningstar newsletter Redtail CRM redtail speak Reg BI release notes remote work RIA in a Box rick williamson riskalyze survey T3/Inside Information Advisor Software Survey texting VOIP webinars work-from-home workflows
Copyright © 2021 Redtail Technology. All Rights Reserved.
Terms of Use | Privacy Policy | Security | Current Status