Interested in joining our mailing list(s)?
Contact: 800-206-5030
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
21
Jun
2022
FinFolio Integrates With Redtail CRM
Category: Press Release
The integration combines FinFolio's investment management, trading, billing and client portals with Redtail's CRM functionality.
06
Jan
2021
Read Redtail’s January 2021 newsletter here
Category: Monthly Newsletter
Check out Redtail's January newsletter for upcoming webinars, helpful practice management tips, and our latest integration.
04
Dec
2020
New integration with FinFolio!
Category: Integrations
This integration bi-directionally syncs clients, notes, tasks, investment accounts and positions with values, based upon your preferences.