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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 integratio...
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.