Redtail Product Overview

Redtail offers web-based CRM software for Financial Advisors. It integrates deeply with popular financial tools.

How satisfied the customers are with Redtail use-cases

Redtail Customer Insights, Testimonials and Case Studies

lightning

Peers used Redtail for relationship management and engaging and following up

Redtail Features

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FEATURE RATINGS AND REVIEWS
Custom Reports

4.45/5 ★

Read Reviews (14)
Analytics

4.43/5 ★

Read Reviews (6)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.45/5 ★

Read Reviews (14)
Analytics

4.43/5 ★

Read Reviews (6)

Software Failure Risk Guidance

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for Redtail

Top Failure Risks for Redtail

Redtail Technology News

Partnership
 

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients

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Product
 

Pershing integrates with Redtail Technology - InvestmentNews

Pershing has teamed up with Redtail Technology to improve their services and offerings for clients.

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Executive
 

Redtail Founder, Orion Tech Exec Brian McLaughlin Steps Down - Wealth Management

Brian McLaughlin, the founder of Redtail Technology and an executive at Orion Tech, has stepped down from his position.

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Partnership
 

Ladder Partners with Redtail Technology to Make Life Insurance Easy for Advisors - PR Newswire

Ladder and Redtail Technology are teaming up to make life insurance easier for financial advisors.

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Redtail Technology Profile

Company Name

Redtail Technology

Company Website

//corporate.redtailtechnology.com

HQ Location

3131 Fite Circle, Sacramento, California 95827, US

Employees

51-100

Social

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Financials

PRIVATE