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support@redtailtechnology.com
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
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 exper...
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 Chec...
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.