integrations Archives - Redtail Technology

<img src="https://corporate.redtailtechnology.com/wp-content/uploads/2019/12/Redtail-logo.svg" class="attachment-full size-full" alt="Redtail Technology logo" style="width:224px" />

Contact: 800-206-5030

support@redtailtechnology.com

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

Redtail Technology > News > integrations

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="integration updates" />

integration updates

New Integration with Pulse360!

Category: Integrations

Pulse360's integration with Redtail allows users to bi-directionally sync contact and Phone or Appointment activity data between the two platfo...

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="integration updates" />

integration updates

New Integration with Avantax Wealth Management!

Category: Integrations

Avantax's integration with Redtail CRM provides users with SSO (Single Sign-on) and Send To capabilities from Redtail to Avantax.

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="integration updates" />

integration updates

Updated Integration with TD Ameritrade Institutional’s Veo One!

Category: Integrations

You can now access Veo One's New Account Wizard as well as TDA Announcements from within Redtail CRM, eliminating data entry and saving you time.

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/05/industry-updates-header-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/05/industry-updates-header-350x220.jpg" width="350" height="220" alt="Industry Updates header" title="Industry Updates header" />

Industry Updates header

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...

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="integration updates" />

integration updates

New Integration with fpPathfinder!

Category: Integrations

fpPathfinder is a financial planning tool aimed at helping diligent advisors ensure their client is on the right planning path. This integratio...

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="integration updates" />

integration updates

New Integration with BackNine Insurance!

Category: Integrations

BackNine Insurance simplifies the selling of life, long term care, disability, and annuities. They now offer a Quote and Apply integration with...

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="integration updates" />

integration updates

New Integration with LoanBuddy for Advisors!

Category: Integrations

LoanBuddy for Advisors, a provider of student loan analysis software for financial advisors, now offers integration with Redtail CRM!

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" width="350" height="220" alt="integration updates" title="integration updates" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/BLOG_INTupdates-1-350x220.jpg" width="350" height="220" alt="integration updates" title="integration updates" />

integration updates

New Integration with Lead Pilot!

Category: Integrations

We are pleased to announce the integration between Redtail CRM and Lead Pilot, a turnkey, inbound marketing solution for financial advisors.

<img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/01/moneyinmotion-feature-1-350x220.jpg" width="350" height="220" alt="moneyinmotion feature" title="moneyinmotion feature" />

moneyinmotion feature

New Integration with Aidentified’s MoneyinMotion platform!

Category: Integrations

Details on Aidentified's MoneyinMotion and their new integration with Redtail CRM are now available.

<img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/01/MAUI-feature-image-350x220.jpg" width="350" height="220" alt="MAUI features" title="MAUI features" />

MAUI features

New Integration with Infovisa!

Category: Integrations

We are pleased to announce the integration between Redtail CRM and Infovisa's MAUI product, which is the engine of their trust accounting platf...