Contact: 800-206-5030

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

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

Mon-Fri 6am-3pm
Pacific Time
Redtail Technology > News >
28 Mar 2023
Redtail Blog Feature Graphic - Integration News
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.
30 Apr 2021
Industry Updates header
CEO Roundtable Series Webinar – The Comeback
Category: FinTech Industry
They're back! Join to hear some of our industry's best thought leaders share ideas on helping the advisor community lead through change.
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 . . .
02 Apr 2021
Integrations webinar blog header
Integration Update Webinar: Asset-Map + Redtail on April 6
Category: Integrations
Integration Update Webinar: Asset-Map + Redtail. Register now to learn more about this updated integration on April 6.
30 Mar 2021
integration updates
Updated integration with Asset-Map!
Category: Integrations
Integration updates include the ability to create new households in Asset-Map from Redtail CRM or link existing households from the Redtail side.
28 Jul 2020
Asset-Map Announces Virtual Advisor Technology Showcase, AdviceTech.LIVE
Category: Press Release
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.
13 Apr 2020
Industry Updates header
CEO Roundtable 2.0 – Learn Remote Work Principles and Tactics from Top WealthTech CEOs
Category: FinTech Industry
After the great response to the CEO Roundtable on April 2, we were all excited to hear more executive insights on remote work in CEO Roundtable 2.0!
09 Apr 2020
Industry Updates header
CEO Roundtable: Leading Through Change in The Age of COVID-19
Category: FinTech Industry
Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change management, virtual culture building, l...