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Redtail Technology > News >
06 May 2021
StratiFi & Redtail Announce Integration Partnership
Category: Press Release
The integration provides users access to StratiFi's award-winning PRISM Rating™ technology, with SSO using their Redtail credentials.
09 Mar 2021
Logicly Announces Integration with Top CRM Software
Category: Press Release
Logicly announces an integration with Redtail Technology, creating single sign-on access for streamlined investment analysis.
05 Mar 2021
integration updates
New integration with Berthel Fisher!
Category: Integrations
Berthel Fisher Companies has worked with Redtail CRM to build several integration features to share data between our CRM tools.
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.