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Building Your Tech Stack webinar with Income Lab on June 7!
The Value of Dynamic Income Planning w/ Income Lab and Redtail CRM. Learn more at this webinar on June 7 with Income Lab.
Building your Tech Stack: Redtail’s June 2022 Partner webinars
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 ...
Building Your Tech Stack webinar with Holistiplan on May 31!
Tax Planning Is the Powerful Tool Advisors Didn’t Know They Needed. Learn more at this webinar on May 31 with Holistiplan.
Building your Tech Stack: Redtail’s May 2022 Partner webinars
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.
Redtail Technology’s Financial Planning Career Perceptions 2021 Survey – In Conjunction with Brigham Young University-Idaho
In October of 2021, Redtail conducted its Financial Planning Career Perceptions survey of financial professionals and students.
New integration with Income Lab!
This new integration between Income Lab and Redtail CRM allows advisors to link household and account data from Redtail into their Income Lab
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...
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.
Best Practice Partner Spotlight – fpPathfinder on September 21
Engage Your Clients + Get What You Need for Actionable Planning Meetings with fpPathfinder & Redtail. Register now for this webinar on September 21.
New Partner Spotlight with PlantechHub on September 8!
Unleashing the power of the 1-page Financial Plan with PlantechHub & Redtail. Join this webinar on September 8 to learn more.
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