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Redtail Technology > News >
31 Mar 2023
Building Your Tech Stack webinar image
Building Your Tech Stack webinar with Mobile Assistant on April 4!
Category: Integrations
Redtail + Mobile Assistant = Template-Driven Workflows. Learn more at this webinar on April 4th with Mobile Assistant.
28 Mar 2023
Redtail Blog Feature Graphic - Integration News
Updated integration with Asset-Map!
Category: Integrations
Integration updates include the ability to import and store account and asset/liability data from Redtail CRM into Asset-Map.
17 Mar 2023
Building Your Tech Stack webinar image
Building Your Tech Stack webinar with Bento Engine on March 21!
Category: Integrations
Redtail + Bento = Leading with Advice. Learn more at this webinar on March 21st with Bento Engine.
15 Mar 2023
Redtail Blog Feature Graphic - Integration News
New integration with Andes Wealth Technologies!
Category: Integrations
This new integration with Andes Wealth Technologies allows you to sync client/prospect information from Redtail CRM to Andes on a nightly basis.
03 Mar 2023
Building Your Tech Stack webinar image
Building Your Tech Stack webinar with Quik! on March 7!
Category: Integrations
Join us for these Building Your Tech Stack webinars in March to learn how our partner integrations can help streamline your workday. This month features Quik! and Bento Engine.
27 Feb 2023
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s March 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in March to learn how our partner integrations can help streamline your workday. This month features Quik! and Bento Engine.
27 Feb 2023
Redtail Blog Feature Graphic - Integration News
New integration with DTS Verify!
Category: Integrations
This new integration with DTS Verify allows you to quickly confirm client identities via codes sent to their preferred number on file in Redtail CRM.
16 Feb 2023
Redtail Blog Feature Graphic - Integration News
Updated integration with Orion Portfolio Solutions!
Category: Integrations
Mutual subscribers can now run a proposal from any current contact or continue where they left off in Redtail CRM instead of having to go back to the Orion portal
02 Feb 2023
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with YCharts on February 7!
Category: Integrations
Using YCharts to Steer Client Meetings in a Down Market. Learn more at this webinar on February 7th with YCharts.
19 Jan 2023
Redtail Blog Feature Graphic - Integration News
New integration with Finpace!
Category: Integrations
This new integration with Finpace allows you to pull client data from Redtail CRM into Finpace as well as to push client data from Finpace into Redtail CRM.