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Redtail Technology > News >
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.
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...