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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
26
May
2021
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
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
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...
01
Apr
2021
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
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 ex...
28
Oct
2020
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
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
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.