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Redtail Technology > News >
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.
26 May 2021
integration updates
New integration with PlantechHub!
Category: Integrations
This new integration lets PlantechHub users link Redtail CRM, search Redtail contacts to link to a plan, and pull account data/asset balances.
04 May 2021
Redtail newsletter
Read Redtail’s May 2021 newsletter
Category: Monthly Newsletter
Check out Redtail's May newsletter for Brian McLaughlin's Lost T3 interview, the April Best Paw Forward Photo Challenge winner, and more . . .
22 Apr 2021
integration updates
Updated integration with Envestnet!
Category: Integrations
This integration has been updated to allow linking clients between the two platforms, as well as the ability to launch Household Summaries from Redtail, create new proposals fr...
01 Apr 2021
best fintechs
Redtail #12 on Financial Planning’s list of Best Fintechs to Work For
Category: Awards/Recognition, Culture
We're extremely proud to turn up on Financial Planning's Best Fintechs to Work For list after a year of working from home.
04 Mar 2021
Reason 7 - Integrations
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7
Category: Resources
You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client exper...
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.