Interested in joining our mailing list(s)?
Contact: 800-206-5030
support@redtailtechnology.com
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
03
Sep
2021
New Partner Spotlight with PlantechHub on September 8!
Category: Integrations
Unleashing the power of the 1-page Financial Plan with PlantechHub & Redtail. Join this webinar on September 8 to learn more.
02
Aug
2021
New integration with Plain Wealth!
Category: Integrations
Plain Wealth leverages information within Redtail CRM to provide advisors a client-facing app, white-labeled to their name and brand.
02
Aug
2021
Best Practice Partner Spotlight – Logicly with ETFLogic on August 4
Category: Integrations
Join this webinar on August 4 to learn more about Risk Measurement with Logicly & Redtail: Building the Perfect Portfolio.
30
Jul
2021
Truly automate processes using Zaps with Zapier & Redtail – webinar on August 3
Category: Integrations
The integration between Zapier & Redtail CRM has been enhanced to include more triggers and actions you can use to connect with other popular industry software.
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.