Redtail Technology

After more than a year of successful RTU Online training sessions for Redtail Technology users, those interested in attending these entertaining, educational offerings in person can get ready to mark their calendars. Redtail University Live…
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Despite rarely working from home in 2019, technology advancements set advisors up for success as COVID-19 stay-at-home orders were enacted earlier this year Redtail Technology ("Redtail"), a leading provider of client relationship…
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CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, today announced a partnership with Redtail Technology, the leader…
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Real Wealth Marketing ("Real Wealth®"), a leading provider of educational marketing content, and Redtail Technology ("Redtail"), a leading provider of client relationship management (CRM) solutions, now offer a seamless, turnkey marketing…
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Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced its integration with Redtail Technology ("Redtail"), a leading provider of client relationship management…
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