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Redtail Technology > News >
28 Oct 2020
integration updates
New integration with Holistiplan!
Category: Integrations
Send household info to Holistiplan from Redtail; send observations based on tax returns back to Redtail as a note.
06 Apr 2020
integration updates
New Integration with fpPathfinder!
Category: Integrations
fpPathfinder is a financial planning tool aimed at helping diligent advisors ensure their client is on the right planning path. This integration allows you to launch their C...
29 Jan 2020
Timeline integration illustration
New Integration with Timeline!
Category: Integrations
We are excited to announce an integration with Timeline, a fintech company that provides advisors with next-generation retirement income software.