David Mehlhorn, Director of Sales at Redtail, shares his thoughts on how advisors might best meet the challenge of customizing communications for clients.
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
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
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...
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...
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...
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)...