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Redtail Technology > News >
03 Jun 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Income Lab on June 7!
Category: Integrations
The Value of Dynamic Income Planning w/ Income Lab and Redtail CRM. Learn more at this webinar on June 7 with Income Lab.
01 Jun 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s June 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in June to learn how our partner integrations can help streamline your workday. This month features Income Lab and Clout by ...
26 May 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Holistiplan on May 31!
Category: Integrations
Tax Planning Is the Powerful Tool Advisors Didn’t Know They Needed. Learn more at this webinar on May 31 with Holistiplan.
02 May 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s May 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in May to learn how our partner integrations can help streamline your workday. This month features StratiFi and Holistiplan.
29 Mar 2022
Executive Summary Blog Feature
Redtail Technology’s Financial Planning Career Perceptions 2021 Survey – In Conjunction with Brigham Young University-Idaho
Category: Survey
In October of 2021, Redtail conducted its Financial Planning Career Perceptions survey of financial professionals and students.
08 Feb 2022
Redtail Blog Feature Graphic - Integration News
New integration with Income Lab!
Category: Integrations
This new integration between Income Lab and Redtail CRM allows advisors to link household and account data from Redtail into their Income Lab
21 Jan 2022
Redtail Blog Feature Graphic - Industry Updates
Moore’s Law may be slowing down but wealthtech’s just getting started
Category: FinTech Industry
In an Opinions piece at Financial Planning, Redtail CEO Brian McLaughlin considers how fintech may respond in a world where computing power is perhaps not as limitless as it on...
09 Nov 2021
Redtail Blog Feature Graphic - Best Practices
Does your advisory firm have a Great Resignation backup plan?
Category: Best Practices
We're in the midst of the Great Resignation. Redtail CEO Brian McLaughlin discusses how CRM can help preserve institutional knowledge when a team member leaves.
17 Sep 2021
Integrations webinar blog header
Best Practice Partner Spotlight – fpPathfinder on September 21
Category: Integrations
Engage Your Clients + Get What You Need for Actionable Planning Meetings with fpPathfinder & Redtail. Register now for this webinar on September 21.
03 Sep 2021
Integrations webinar blog header
New Partner Spotlight with PlantechHub on September 8!
Category: Integrations
Unleashing the power of the 1-page Financial Plan with PlantechHub & Redtail. Join this webinar on September 8 to learn more.