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Redtail Technology > News >
15 Mar 2023
Redtail Blog Feature Graphic - Integration News
New integration with Andes Wealth Technologies!
Category: Integrations
This new integration with Andes Wealth Technologies allows you to sync client/prospect information from Redtail CRM to Andes on a nightly basis.
13 May 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with StratiFi on May 17!
Category: Integrations
How to empower clients to easily understand risk and take action with StratiFi and Redtail CRM. Learn more at this webinar on May 17.
02 May 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s May 2022 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 StratiFi and Holistiplan.
05 May 2021
integration updates
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.
04 Mar 2021
Reason 7 - Integrations
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7
Category: Resources
You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client exper...