Say 👋 to the December winners of our #BestPawForward Photo Challenge... 🥁👀 Congratulations to Oslo, Shinji, and Echo! (And their paw parents, too.) 🐾 Don't forget to submit your best pal via social media for a chance to see them splashed across our login screen next month! Here's how 👉 https://bit.ly/3J59LZV P.S. Don't worry, your best bud may still be seen on social media. We're posting new 📸 of your furry friends every Friday!
About us
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!
- Website
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http://www.redtailtechnology.com
External link for Redtail Technology
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Sacramento, California
- Type
- Privately Held
- Founded
- 2003
Products
![Click here to view Redtail CRM]()
Redtail CRM
Customer Relationship Management (CRM) Software
Redtail CRM - web-based Client Relationship Management software, integrates widely and deeply with other popular tools in the financial services industry.
Locations
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Primary
Get directions
3131 Fite Circle
Sacramento, California 95827, US
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Get directions
5580 W Chandler Blvd
Suite 1
Chandler, Arizona 85226, US
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Get directions
1510 Ellsworth Industrial Blvd NW
Suite 40
Atlanta, GA 30318, US
Employees at Redtail Technology
Updates
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All smiles from Hank at Collier Wealth Management 😍 #BestPawForward
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Happy holidays from everyone at Redtail! 🐾 📆 Quick reminder: Redtail offices are closed tomorrow, Wednesday, December 25th, for #ChristmasDay, but we'll be back Thursday, December 26th. Have a safe and happy holiday! 🎅
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This good boy is definitely on the nice list. ❣️ 🎁 🐾 Charlie from ARGO Wealth Partners #bestpawforward
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Enjoy the weekend with your crew! 💕 🐾 Bleu-bell, Dahlia Lincoln, Moose Elliot, and Nikki Leigh from Symmetry Wealth Strategies #bestpawforward
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🍁 Happy #Thanksgiving from everyone at Redtail! As always, the thing we're most grateful for is you. As a friendly reminder, we're closed today, Thursday, November 28th, for the holiday, and will resume regular business hours tomorrow, Friday, November 29th. 🦃 We wish you and your families a safe and happy holiday!
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What’s the biggest challenge with your tech stack? 🤔 Join us for our tomorrow's webinar, Simplify Your Tech Stack with Betterment Advisor Solutions, and learn how Redtail’s seamless integration can eliminate redundancies and cut costs: https://bit.ly/3Otyjhy 📅 Date: Tuesday, November 26, 2024 ⏰ Time: 12:00 PM CST While you wait, let us know your thoughts! 👇
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Treat yourself this weekend 🍖 😃 🐾 Olee from Ohana Wealth Advisory #bestpawforward
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🚀 Ready to make the most of Redtail’s integration power? Discover how to seamlessly connect your #RedtailCRM to create your ideal tech stack in our upcoming webinar, Redtail Essentials: Integrations! 📅 Date: Nov 14, 2024 🕐 Time: 1:00 PM CT Don’t miss this opportunity to learn about tools that boost productivity and streamline client management. Register today to unlock your CRM's full potential. 💪 Register now: https://bit.ly/3Z4blUF