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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
06
Jun
2023
Read Redtail’s June 2023 newsletter
Category: Monthly Newsletter
Read our June newsletter for info on Redtail Plans and Orion Stacks, links to upcoming RTU open registrations, integration info., and more.
02
May
2023
Read Redtail’s May 2023 newsletter
Category: Monthly Newsletter
Read our May newsletter for info on Orion's new website, links to two upcoming RTU open registrations, new integration info., and more.
01
May
2023
Building your Tech Stack: Redtail’s May 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in May to learn how our partner integrations can help streamline your workday. This month features Flourish, Orion and Incom...
17
Apr
2023
Building Your Tech Stack webinar with Orion on April 18!
Category: Integrations
Revolutionize Your Process Management with Orion and Redtail. Learn more at this webinar on April 18th with Orion.
03
Apr
2023
Building your Tech Stack: Redtail’s April 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in April to learn how our partner integrations can help streamline your workday. This month features Mobile Assistant, Finpa...
23
Aug
2022
Updated integration with Orion Advisor Technology!
Category: Integrations
Updates include Orion Portfolio View accessibility within Redtail CRM on your Today page as well as Portfolio View for individual clients accessible from their Accounts page in...
08
Jun
2022
Read Redtail’s June 2022 newsletter
Category: Monthly Newsletter
Read our June newsletter for 2022 T3 Survey results, new How to Handle and Managing Your CRM series posts, Best Paw Forward winners, and more.
03
May
2022
Read Redtail’s May 2022 newsletter
Category: Monthly Newsletter
Read our May newsletter for info on the big Orion news, CRM release notes, our Managing Your CRM series, Best Paw Forward winners, and more.
19
Apr
2022
Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors
Category: Press Release
Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech-driven experience.
15
Oct
2020
Redtail CEO Brian McLaughlin interviewed at Orion’s The Fuse Show Podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined Orion Advisor Technology's The Fuse Show to talk about building a successful fintech partnership.