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Business Hours Sales:
Mon-Fri 8am-4pm
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Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
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Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
24
Jun
2020
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
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
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
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 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
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
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
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
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
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...