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Redtail Technology > News > integrations

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

New integration with The Perfect RIA (Invictus)!

Category: Integrations

This new integration allows advisors to sync client account and beneficiary data from Redtail CRM into the Invictus tool kit.

Building Your Tech Stack webinar image

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building your Tech Stack: Redtail’s August 2022 Partner webinars

Category: Integrations

Join us for these Building Your Tech Stack webinars in August to learn how our partner integrations can help streamline your workday. This month features Catchlight and fpPathf...

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

Updated integration with Quik!

Category: Integrations

Updates include the ability to send a contact from Redtail CRM to Quik! There's also a special offer for new Quik! users.

Blog Feature Graphic_Building Your Tech Stack

<img width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" />

Building Your Tech Stack webinar with Quik! on July 26!

Category: Integrations

Launch Quik! From Redtail And More! Learn more at this Redtail webinar on July 26 with Quik!.

Blog Feature Graphic_Building Your Tech Stack

<img width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" />

Building Your Tech Stack webinar with cleverDome on July 5!

Category: Integrations

How to take key cloud applications off the open internet. Learn more at this webinar on July 5 with cleverDome.

Building Your Tech Stack webinar image

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building your Tech Stack: Redtail’s July 2022 Partner webinars

Category: Integrations

Join us for these Building Your Tech Stack webinars in July to learn how our partner integrations can help streamline your workday. This month features cleverDome and Quik!.

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" />

New integration with Ndex!

Category: Integrations

This new integration between Ndex and Redtail CRM allows advisors to push client account data from Ndex into Redtail CRM.

Blog Feature Graphic_Building Your Tech Stack

<img width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="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.

Redtail Blog Feature Graphic - Integration News

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="Redtail Blog Feature Graphic - Integration News" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/09/Blog-feature-integration-news-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Integration News" title="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.

Blog Feature Graphic_Building Your Tech Stack

<img width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="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.

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