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
Redtail Technology > News >
14 Jan 2021
10 reasons to choose Redtail
10 reasons why Redtail CRM may be just the solution you’ve been looking for: an introduction
Category: Resources
If you are considering Redtail CRM as a solution for managing your client relationships and processes, this series is geared toward helping you make an informed decision.
22 Dec 2020
Make this day great quote
“It’ll bake off!”: looking back with gratitude and forward with hope
Category: Culture
From each of us here at Redtail, Happy Holidays and Happy New Year to you all! We are so grateful for all the relationships that sustain us!
12 May 2020
Some good news with Investment News
InvestmentNews and Redtail are teaming up to share Good News from the advisor community
Category: Culture
Redtail's Director of Sales David Mehlhorn talks about the importance of sharing good advisor news in a new campaign with InvestmentNews.
06 May 2020
TacoTech podcast
Our CEO joined the TacoTech podcast for Cinco de Mayo
Category: Culture
Redtail CEO Brian McLaughlin joined Torie Happe and Johnny Sandquist on their TacoTech podcast yesterday to talk about how Redtail is maintaining a strong workplace culture ...
01 May 2020
Industry Updates header
Advisor Roundtable 3.0: What’s Working – Advisor Panel on Implementing Tech Integrations
Category: FinTech Industry
The CEO Roundtable, including Redtail CEO Brian McLaughlin, got together for the final discussion in our three-part series. This time, they were joined by top advisors.
17 Apr 2020
Susan Webb retirement
Redtail’s First Retiree!
Category: Culture
Today, we are celebrating Susan Webb, Redtail's graphic designer, as she is about to become Redtail's very first retiree!
15 Apr 2020
Redtail Takeout Tuesday
Proud Participants in #TakeoutTuesday
Category: Culture
On Tuesday (April 14th) we invited our staff members to feed themselves and their families while supporting locally owned, non-chain restaurants.
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...
11 Feb 2020
Best Fintechs to work for
Redtail #11 on Arizent’s third annual list of Best Fintechs to Work For
Category: Awards/Recognition, Culture
We’ve always cared deeply about creating and maintaining a work environment where employees love to spend their days and are equipped to thrive in their positions.