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Redtail Technology > News >
26 Jan 2021
MaxMyInterest Integrates with Redtail Technology
Category: Press Release
Industry-leading CRM adds one-click onboarding to help advisors' clients earn more on cash with premier high-yield cash solution.
28 Oct 2020
Holistiplan Partners With Redtail Technology to Streamline the Process of Analyzing Tax Returns
Category: Press Release
Financial advisors can now prove value to clients by seamlessly incorporating automatically-generated tax planning information.
20 Oct 2020
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Category: Press Release
Users of Redtail CRM can now seamlessly integrate with Levitate's personalized marketing tools.