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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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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
05
Jul
2022
Read Redtail’s July 2022 newsletter
Category: Monthly Newsletter
Read our July newsletter for new articles by both our Director of Training and our Co-Founder, a new Managing Your CRM series post, and more.
06
Apr
2022
Read Redtail’s April 2022 newsletter
Category: Monthly Newsletter
Read our April newsletter for our 2021 annual survey results, CRM mobile release notes, integration updates, and more.
29
Mar
2022
Passing CFP® Exam and Developing Good Communication Skills Should Be Prioritized by Aspiring Financial Advisors, Redtail Technology Survey Finds
Category: Press Release
For its fourth annual fintech industry survey, Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms...
02
Dec
2020
Read Redtail’s December 2020 newsletter here
Category: Monthly Newsletter
Check out Redtail's latest newsletter for our survey results, holiday resources, upcoming webinars, and helpful practice management tips.
18
Nov
2020
Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared to Work from Home
Category: Press Release
Despite rarely working from home in 2019, technology advancements set advisors up for success as COVID-19 stay-at-home orders were enacted earlier this year
28
Nov
2018
Redtail Technology Survey Reveals Financial Advisory Firms Are More Tech Empowered Than Industry Thinks
Category: Press Release
“Gen Tech” survey uncovers generational trends among wealth management firms regarding use of technology, client communication and succession planning.
06
Nov
2018
Redtail’s 2018 Gen Tech Survey
Category: Survey
In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practice management technology solution...
06
Nov
2018
Executive Summary For Redtail’s 2018 Gen Tech Survey Results
Category: Survey
In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practice management technology solution...