Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Redtail Technology > News >
06 Jan 2021
Redtail newsletter
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
integration updates
New integration with FinFolio!
Category: Integrations
This integration bi-directionally syncs clients, notes, tasks, investment accounts and positions with values, based upon your preferences.