Redtail Technology

October 19, 2018

Redtail Technology Adds Artificial Intelligence to Advisor CRM

Redtail, a leading provider of client relationship management (CRM) solutions for financial services firms, announced the rollout of advanced artificial intelligence capabilities that will enable advisory […]
April 6, 2018

Redtail Technology Establishes Atlanta as East Coast Headquarters to Accommodate Growth

Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GA office to […]
July 31, 2017

4 Ways Advisors Can Use Technology to Attract Millennials

We’ve all seen the headlines: the greatest wealth transfer in human history is coming and predictions say that financial professionals could lose as much as 90-95% […]
May 25, 2017

Five Essentials of a Working CRM Solution for Advisors

What your office does in your CRM today should pave the way for efficiencies and growth tomorrow Regardless of the story of origin for your advisory […]
August 15, 2016

Vanare, Redtail Streamline Account Opening For Financial Advisors and their Clients

Integration pairs a fully customizable roboadvisor and account opening platform with industry-leading CRM Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship […]
April 25, 2016

Morningstar and Redtail Technology Announce Expanded Agreement

Morningstar, Inc., a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into Morningstar OfficeSM, its portfolio and practice […]
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