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 7am-4pm
Pacific Time
Ext. 4
11 Jun 2020
Redtail CRM updates banner
Redtail CRM Updates and Tools to Assist with Reg BI and Form CRS Compliance
Category: FinTech Industry
Redtail CRM now includes two new fields at the individual account level to help you track Form CRS delivery and signature dates, as well as additional tools to assist with Reg ...