Redtail Technology
Customer Engagement Platforms · California, United States · 51-200 Employees
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Overview
Headquarters
3131 Fite Cir, Sacramento, California, 9...Phone Number
(800) 206-5030Website
www.redtailtechnology.comRevenue
$17.6 MillionIndustry
About Redtail Technology
Redtail Technology specializes in providing a comprehensive CRM platform tailored for financial advisors, enabling them to manage client relationships, automate workflows, and ensure compliance. Their suite of products includes secure document organization, compliant texting, and email archiving, all designed to streamline operations for firms of various sizes. Redtail's services cater to financial advisors, operations teams, and broker-dealers, helping them enhance client interactions and maintain organization. With over 100 integrations and dedicated training resources, Redtail supports firms in optimizing their processes and improving service delivery.Explore more
Redtail Technology Org Chart
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Redtail CRM
Redtail Technology Tech Stack
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Redtail Technology specializes in providing a comprehensive CRM platform tailored for financial advisors, enabling them to manage client relationships, automate workflows, and ensure compliance. Their suite of products includes secure document organization, compliant texting, and email archiving, all designed to streamline operations for firms of v... Read More
