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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
30
Nov
2020
3 tips for customizing client communication
Category: Best Practices
David Mehlhorn, Director of Sales at Redtail, shares his thoughts on how advisors might best meet the challenge of customizing communications for clients.
18
Nov
2020
Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared to Work from Home
Category: Press Release
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
17
Nov
2020
Redtail Technology’s Working Remotely 2020 Survey
Category: Survey
In July of 2020, Redtail Technology conducted the “Working Remotely” survey to learn more about how financial advisors and their staff adapted to remote work environments
15
Oct
2020
Redtail CEO Brian McLaughlin interviewed at Orion’s The Fuse Show Podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined Orion Advisor Technology's The Fuse Show to talk about building a successful fintech partnership.
28
Jul
2020
Practical projects for pandemic downtime: starve your distractions, feed your focus
Category: Best Practices
In this final post of the series, we’ll consider the importance of focusing on the essentials and offer three places you can start.
07
Jul
2020
Practical projects for pandemic downtime: password managers and integrations
Category: Best Practices
In this third post, we’ll consider some smaller projects (adding a password manager and setting up integrations) that you might take on to potentially yield huge efficiencie...
17
Jun
2020
The case for texting your clients just got stronger
Category: Best Practices
Dusty Russell, Relationship Manager at Redtail, recently provided some insight on how COVID-19 has strengthened the case for adding texting to your mix of client communicati...
16
Jun
2020
Highlights from “The Path to Independence: How to Build Your Technology Stack” webinar
Category: FinTech Industry
Executives from the companies involved got together to discuss starting an RIA firm during uncertain times.
16
Jun
2020
Practical projects for pandemic downtime: develop a communications plan
Category: Best Practices
When it comes to communicating with clients, finding a strategy that is both practical for your office and in line with your clients’ individual expectations can be a challe...
05
Jun
2020
The Path to Independence Promotion
Category: FinTech Industry
We are excited to announce that we have teamed up with our friends at RIA in a Box, Riskalyze, and Morningstar to extend support to new registered investment advisors (RIAs)...