Comments for Redtail Technology https://corporate.redtailtechnology.com/ Thu, 22 Oct 2020 23:39:00 +0000 hourly 1 https://wordpress.org/?v=6.3.1 Comment on Redtail CRM Updates and Tools to Assist with Reg BI and Form CRS Compliance by Fintechs zero in on Reg BI as deadline looms - InvestmentNews https://corporate.redtailtechnology.com/redtail-crm-updates-and-tools-to-assist-with-reg-bi-and-form-crs-compliance/#comment-4 Tue, 23 Jun 2020 16:11:11 +0000 https://redtail.flywheelsites.com/?p=18029#comment-4 […] Redtail’s CRM, the fintech added two new fields at the individual account level where advisers can track both the date they sent a Form CRS in […]

]]> Comment on Redtail Technology’s AdvisorComms 2019 Survey by Steadiness stands out in times of disruption - InvestmentNews https://corporate.redtailtechnology.com/redtail-technologys-advisorcomms-2019-survey/#comment-2 Mon, 06 Apr 2020 19:01:49 +0000 http://development-corporate-wp-alb-1601966546.us-west-2.elb.amazonaws.com/?p=6653#comment-2 […] around the country, it’s important to stay connected with clients via videoconferencing.  A 2019 study Redtail conducted of more than 3,200 wealth management professionals found over half (59%) of respondents are not […]

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