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Redtail Technology > News >
04 Oct 2021
Integrations webinar blog header
New Partner Spotlight with Plain Wealth on October 6!
Category: Integrations
Build Better Client Connectedness with Plain Wealth and Redtail CRM. Join this webinar on October 6 to learn more.
04 Aug 2021
Plain Wealth Announces Partnership With the #1 CRM in Wealth Management and Launches Plain Wealth App
Category: Press Release
Plain Wealth, a technology-focused innovation firm in Wichita’s Old Town, launches the Plain Wealth app, a SaaS app designed to provide a frictionless client wealth experience,...
02 Aug 2021
integration updates
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.