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Redtail Technology > News >
02 May 2023
Redtail Blog Feature Graphic - Best Practices
The benefits of bringing cash into your orbit
Category: Best Practices, Integrations
"The benefits of bringing cash into your orbit" - a guest blog post from Ben Cruikshank, President of Flourish
21 Jun 2022
FinFolio Integrates With Redtail CRM
Category: Press Release
The integration combines FinFolio's investment management, trading, billing and client portals with Redtail's CRM functionality.