Redtail Technology
Software · California, United States · 105 Employees
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About
Headquarters
3131 Fite Cir, Sacramento, California, 95827, U...Phone Number
(800) 206-5030Website
www.redtailtechnology.comRevenue
$17.6 MillionIndustry
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Redtail Technology News & Media
Financial Seminar Service's "Edge" Reservation Platform Announces Integration with Redtail Technology CRM
HOUSTON, Sept. 13, 2023 /PRNewswire/ -- Financial Seminar Services (FSS), a leading provider of seminar marketing services that caters to the financial industry, today announced an integration with Redtail Technology, the market-leading Customer Relationship Management (CRM) solution for...Andes Wealth Technologies Announces Risk Analysis Integration with Redtail CRM
Andes Wealth Technologies partners with Redtail CRM to streamline risk analysis for financial advisors, enabling more personalized client experiences. BOSTON, MA, US, April 25, 2023 /EINPresswire.com/ -- Andes Wealth Technologies, the first company to …Flourish Launches Integration with Redtail Technology Platform
Improved Efficiencies for Advisors to Access Clients’ Held-Away Assets like Cash Improved Efficiencies for Advisors to Access Clients’ Held-Away Assets like CashRedtail Technology Updates Imaging, an Enhanced Electronic Document Storage Solution
SACRAMENTO, Calif.--(BUSINESS WIRE)-- #BulkFileDownload--Redtail Imaging updates include a redesigned user interface and an additional image archive to restore deleted files.
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Frequently Asked Questions Regarding Redtail Technology
Founded in 2003 and headquartered in Sacramento, California, Redtail Technology Inc. is a Web-Based Client Relationship Management solutions company for the financial adviser. They offer products such as Customer Relationship Management solutions, Imaging for the management of documents, and email hosting. Redtail also has a team of support staff t... Read More