Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
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Ext. 3

Corporate & Billing:
Mon-Fri 7am-4pm
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23 Jun 2022
How to Handle Feature
Tips from Redtail’s Training Team: How to Handle . . . Employee Departure
Category: Resources
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your employees leaves your firm.
17 Jun 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Clout by TIFIN on June 21!
Category: Integrations
Leveraging AI to Reach Niche Audiences Through Personalized Content. Learn more at this webinar on June 21 with Clout by TIFIN.
16 Jun 2022
Manage Your CRM – General Options
Manage your CRM: Manage Custom Export Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Custom Export Templates in Redtail.
10 Jun 2022
Blog Feature Practice Management - Maureen Wilke
Practice Management Two-Part Takeover with Maureen Wilke on June 14
Category: Best Practices
Join Redtail and Maureen Wilke in Part 1 of this Practice Management Takeover to learn some Summer Client Acquisition Strategies in this webinar on June 14.
08 Jun 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s June 2022 newsletter
Category: Monthly Newsletter
Read our June newsletter for 2022 T3 Survey results, new How to Handle and Managing Your CRM series posts, Best Paw Forward winners, and more.
03 Jun 2022
Redtail Blog Feature Graphic - Integration News
New integration with Capitect!
Category: Integrations
This new integration between Capitect and Redtail CRM allows advisors to pull households from Redtail into their Capitect account.
03 Jun 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Income Lab on June 7!
Category: Integrations
The Value of Dynamic Income Planning w/ Income Lab and Redtail CRM. Learn more at this webinar on June 7 with Income Lab.
01 Jun 2022
Redtail Blog Feature Graphic - Thank You
Redtail honored to be on American Banker’s list of Best Places to Work in Fintech 2022!
Category: Awards/Recognition
Redtail is honored to be on American Banker's Best Places to Work in Fintech 2022, where they specifically note our student loan repayment policy, ongoing educational opportuni...
01 Jun 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s June 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in June to learn how our partner integrations can help streamline your workday. This month features Income Lab and Clout by ...