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Business Hours Sales:
Mon-Fri 8am-4pm
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
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
27
Jul
2021
Updated integration with Zapier!
Category: Integrations
Updates include new Action and Trigger events available within Redtail CRM that you can use with Zapier to connect other web applications.
16
Jul
2021
Best Practice Partner Spotlight – AdvicePay on July 20
Category: Integrations
Join this webinar on July 20 to learn how to expertly handle payments and track client billing preferences with AdvicePay and Redtail CRM.
11
Jun
2021
New Partner Spotlight with Altigo on June 16!
Category: Integrations
Making Alternative Investments as easy to own as a Mutual Fund with Altigo and Redtail. Join this webinar on June 16 to learn more.
08
Jun
2021
Updated integration with Schwab Advisor Center!
Category: Integrations
Integration updates include the ability to initiate Schwab Digital Account Opens from Redtail CRM and also the ability to view Schwab alerts within Redtail.
26
May
2021
New Partner Spotlight with Knudge on June 1!
Category: Integrations
Managing Client Action Items with Knudge & Redtail CRM. Join this webinar on June 1 to learn more about the Knudge integration with Redtail.
26
May
2021
New integration with PlantechHub!
Category: Integrations
This new integration lets PlantechHub users link Redtail CRM, search Redtail contacts to link to a plan, and pull account data/asset balances.
21
May
2021
Best Practice Partner Spotlight – FMeX on May 25
Category: Integrations
Join this partner webinar on May 25 to learn how Redtail's integration with FMeX can help you address your marketing challenges.
14
May
2021
Best Practices for Managing Cybersecurity Risk with RIA in a Box
Category: Best Practices
This webinar on May 18 with RIA in a Box will review cybersecurity fundamentals and best practices to maintain.
05
May
2021
New integration with StratiFi!
Category: Integrations
This new integration provides StratiFi users the ability to import desired contacts over from Redtail CRM into their StratiFi account.
23
Apr
2021
Shifting Tides: Advicent, Redtail & Mobile Assistant webinar on April 27
Category: Integrations
Featuring leaders from Mobile Assistant, NaviPlan, and Redtail, this discussion will explore benefits of integrated tech stacks for advisors.