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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
30
Sep
2020
Driving change in the financial industry: best of breed virtual panel discussion
Category: FinTech Industry
On September 23rd, Redtail CEO Brian McLaughlin joined a virtual panel discussion "to help advisors understand the advantages of working with Best of Breed API systems!"
15
Sep
2020
Is working from home the new normal?
Category: FinTech Industry
How has the financial services industry weathered working from home over the past six months and how will this impact operations moving forward?
11
Sep
2020
Redtail is a 2020 Wealthies Awards Winner!
Category: Awards/Recognition
We are thrilled and honored to be named the Winner in WealthManagement.com's 2020 Industry Awards in the Technology Providers: CRM category, specifically for our new mobile app...
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 category, specifically for our new ...
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 additional tools to assist with Reg ...
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 registered investment advisors (RIAs) du...
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 were joined by top advisors.