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Redtail Technology > News >
21 Jun 2022
FinFolio Integrates With Redtail CRM
Category: Press Release
The integration combines FinFolio's investment management, trading, billing and client portals with Redtail's CRM functionality.
26 Apr 2022
AI-Powered Prospecting Solution, Catchlight, Integrates with Redtail Technology
Category: Press Release
Catchlight Insights LLC’s new AI-powered growth optimization technology helps advisors quickly uncover their best leads. Catchlight’s newly-announced integration with Redtail T...
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.
21 Mar 2003
Protected: Paws for Reflection
Category: Culture
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