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Business Hours Sales:
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Pacific Time
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Mon-Fri 6am-3pm
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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
25
Jul
2023
Orion Podcasts – July 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
13
Jul
2023
New integration with CogniCor!
Category: Integrations
In this new integration, CogniCor's Meeting Assistant enables users to automate manual tasks such as creating agendas, capturing meeting notes, scheduling calls, and more.
12
Jul
2023
Read Redtail’s July 2023 newsletter
Category: Monthly Newsletter
Read our July newsletter for Redtail and industry news, solution updates, practice management information, and more.
03
Jul
2023
Orion Podcasts – June 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
01
Jul
2023
Redtail’s Best Paw Forward Photo Challenge June 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for June 2023. See who will be featured on Redtail's login page during the month of July.
06
Jun
2023
Read Redtail’s June 2023 newsletter
Category: Monthly Newsletter
Read our June newsletter for info on Redtail Plans and Orion Stacks, links to upcoming RTU open registrations, integration info., and more.
01
Jun
2023
Redtail’s Best Paw Forward Photo Challenge May 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for May 2023. See who will be featured on Redtail's login page during the month of June.
10
May
2023
Building Your Tech Stack webinar with Flourish on May 16!
Category: Integrations
Why Advisors Need to Have a Solution for Held-Away Cash. Learn more at this webinar on May 16th with Flourish.
10
May
2023
Release Note Focus: AI assistant now available in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
05
May
2023
Practice Management Takeover with Lacey Shrum on May 9th
Category: Best Practices
Join Redtail and Lacey Shrum for this Practice Management Takeover to learn Five Fee Management Tips for Business Growth and Risk Mitigation