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Support:
Mon-Fri 5am-5pm
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Corporate & Billing:
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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
18
Dec
2020
Strengthening Client Relations & Increasing Engagement For A More Successful Practice
Category: FinTech Industry
Redtail CEO Brian McLaughlin recently joined a CEO panel webinar to discuss strengthening your client relationships during the transition to virtual offices.
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
17
Nov
2020
Redtail Technology’s Working Remotely 2020 Survey
Category: Survey
In July of 2020, Redtail Technology conducted the “Working Remotely” survey to learn more about how financial advisors and their staff adapted to remote work environments
15
Sep
2020
Is working from home the new normal?
Category: FinTech Industry
How has the financial services industry weathered working from home over the past six months and how will this impact operations moving forward?