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T3
07
Sep
2021
Delivering Digital Planning Experiences: Tech Best Practices panel discussion on September 9!
Category: Best Practices
Join us for this dynamic panel discussion hosted by Joel Bruckenstein to hear how advisors are using technology to run their businesses.
04
May
2021
Read Redtail’s May 2021 newsletter
Category: Monthly Newsletter
Check out Redtail's May newsletter for Brian McLaughlin's Lost T3 interview, the April Best Paw Forward Photo Challenge winner, and more . . .
16
Apr
2021
Hear “The Lost T3 Interview” between Redtail CEO Brian McLaughlin and Craig Iskowitz on The Wealth Tech Today podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined The Wealth Tech Today podcast for a fun road warriors' gear geek out.
06
Apr
2021
Read Redtail’s April 2021 newsletter
Category: Monthly Newsletter
Check out Redtail's April newsletter for servant leadership tips, the March winner of our Best Paw Forward Photo Challenge, and more . . .
14
Oct
2020
The T3 (Technology Tools for Today) annual software survey is now open
Category: FinTech Industry, Survey
What do you think of the various components of your software suite? Take the T3 Software Survey today and let your voice be heard!
Recent Posts
Release Note Focus: Redtail Fresh CRM Update
Redtail’s Best Paw Forward Photo Challenge January 2024 winner
Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync
Redtail’s Best Paw Forward Photo Challenge December 2023 winner
New integration with FDC Plan on Purpose!
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