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Contact: 800-206-5030
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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
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
25
Oct
2023
Release Note Focus: AI chat assistant auto-complete in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
02
Oct
2023
Orion Podcasts – September 2023
Category: Resources
Fuel your advisor journey with these recent Orion podcast episodes from Standard Deviations, Weighing the Risks, The Weighing Machine, and The Fuse Show
02
Oct
2023
New integration with Financial Seminar Services!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
01
Oct
2023
Redtail’s Best Paw Forward Photo Challenge September 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for September 2023. See who will be featured on Redtail's login page during the month of October.
01
Sep
2023
Redtail’s Best Paw Forward Photo Challenge August 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for August 2023. See who will be featured on Redtail's login page during the month of September.
28
Aug
2023
New integration with RingCentral!
Category: Integrations
The RingCentral Unified CRM extension embeds a fully functional webphone into Redtail, making it easier to connect and communicate.
28
Aug
2023
New integration with Wealth.com!
Category: Integrations
In this new integration, advisors can tie Wealth.com-specific fields to UDFs in Redtail as well as triggering Client notes in the CRM from actions taken in the Wealth.com platf...
28
Aug
2023
Orion Podcasts – August 2023
Category: Resources
Fuel your advisor journey with these recent Orion podcast episodes from Standard Deviations, Weighing the Risks, The Weighing Machine, and The Fuse Show
17
Aug
2023
New integration with Optivice!
Category: Integrations
In this new integration, advisors can sync contacts to Optivice and pull credit score information for those clients from Optivice to Redtail.
01
Aug
2023
Redtail’s Best Paw Forward Photo Challenge July 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for July 2023. See who will be featured on Redtail's login page during the month of August.