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Redtail Technology > News >
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
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.