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Redtail Technology > News >
24 Jun 2020
Industry Updates header
Fintechs zero in on Reg BI as deadline looms
Category: FinTech Industry
Redtail's Director of Sales David Mehlhorn shares information about what Redtail has put in place to assist advisors with Reg BI compliance.
17 Jun 2020
WealthManagement 2020 industry awards finalist
Redtail is Industry Awards finalist!
Category: Awards/Recognition
We were excited to find out we have been named as a finalist in WealthManagement.com’s 2020 Industry Awards in the Technology Providers: CRM ca...
16 Jun 2020
Industry Updates header
Highlights from “The Path to Independence: How to Build Your Technology Stack” webinar
Category: FinTech Industry
Executives from the companies involved got together to discuss starting an RIA firm during uncertain times.
12 Jun 2020
Thank you
Redtail tops RIA in a Box’s CRM Category in their annual survey
Category: Awards/Recognition, Survey
We are always thrilled to be recognized as a leader in this industry and humbled by the trust Redtail CRM subscribers place in us.
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 add...
05 Jun 2020
Industry Updates header
The Path to Independence Promotion
Category: FinTech Industry
We are excited to announce that we have teamed up with our friends at RIA in a Box, Riskalyze, and Morningstar to extend support to new registe...
01 May 2020
Industry Updates header
Advisor Roundtable 3.0: What’s Working – Advisor Panel on Implementing Tech Integrations
Category: FinTech Industry
The CEO Roundtable, including Redtail CEO Brian McLaughlin, got together for the final discussion in our three-part series. This time, they wer...
15 Apr 2020
Redtail Takeout Tuesday
Proud Participants in #TakeoutTuesday
Category: Culture
On Tuesday (April 14th) we invited our staff members to feed themselves and their families while supporting locally owned, non-chain restaurants.
24 Feb 2020
T3 results
The 2020 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32020 Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 a...
11 Feb 2020
Best Fintechs to work for
Redtail #11 on Arizent’s third annual list of Best Fintechs to Work For
Category: Awards/Recognition, Culture
We’ve always cared deeply about creating and maintaining a work environment where employees love to spend their days and are equipped to thrive...