Redtail Technology

Redtail Technology Redtail Technology is an industry leader in software for Customer Relationship Management, Document

Redtail Technology is an industry leader in software for Customer Relationship Management, Document Imaging and E-Mail solutions for financial advisors!

Say hello to your May Best Paw Forward login screen winners! 👑🐾 Ford, Kenobi, Mars, and Hazel bring that special "I just...
06/12/2026

Say hello to your May Best Paw Forward login screen winners! 👑🐾 Ford, Kenobi, Mars, and Hazel bring that special "I just walked in and the room got better" energy that only dogs can pull off. Want your pup to be next? Find out how to submit them! 👉 https://bit.ly/4ljaR5h

AI inside your CRM is coming -- and you'll want to be ready. 🤖✨ Watch our on-demand webinar to hear how Orion is buildin...
06/11/2026

AI inside your CRM is coming -- and you'll want to be ready. 🤖✨ Watch our on-demand webinar to hear how Orion is building AI into Redtail to reduce manual tasks, protect client data, and help your team work smarter. Watch now! 👉 https://bit.ly/3RzObEd

Back by popular demand! 🎉 Client reviews don't have to be stressful when your CRM is doing the prep work. Join us tomorr...
06/10/2026

Back by popular demand! 🎉 Client reviews don't have to be stressful when your CRM is doing the prep work. Join us tomorrow at 1pm CT for a replay of one of our most-viewed recent sessions. Don't miss it -- register now! 👉 https://bit.ly/4fuyQyT

AI is changing advisor tech fast... but are you thinking about the guardrails? 🤔 Our on-demand webinar covers governance...
06/04/2026

AI is changing advisor tech fast... but are you thinking about the guardrails? 🤔 Our on-demand webinar covers governance, cybersecurity, compliance, and how Orion is deploying AI inside Redtail CRM responsibly. Watch it on your schedule! 👉 https://bit.ly/3RzObEd

Dirty data is quietly sabotaging your processes, reporting, and marketing. 🧹 Time to fix that! Join us tomorrow at 1pm C...
06/03/2026

Dirty data is quietly sabotaging your processes, reporting, and marketing. 🧹 Time to fix that! Join us tomorrow at 1pm CT and learn how to get your Redtail CRM squeaky clean and working the way it should. Grab your seat! 👉 https://bit.ly/3RAio67

June is PACKED. 🗓️ We've got five sessions coming your way covering CRM cleanup, client reviews, data organization, repo...
06/01/2026

June is PACKED. 🗓️ We've got five sessions coming your way covering CRM cleanup, client reviews, data organization, reporting, AND how advisors are using AI to grow their firms. Something for everyone. Check out the full schedule and grab your seats! https://bit.ly/3EDqUv5

It's Friday, it's the end of the month, and Barkley, Cruz, Evie Lou, and Romeo are HERE to send us off in style! 🎉🐾 Thes...
05/29/2026

It's Friday, it's the end of the month, and Barkley, Cruz, Evie Lou, and Romeo are HERE to send us off in style! 🎉🐾 These good boys and girls are giving us ALL the weekend energy we need. Want your pup featured? Get the details! 👉 https://bit.ly/4ljaR5h

We saved the best for last. 🤖✨ Tomorrow, May 28, we're wrapping up the Workflow Series with Automations and Best Practic...
05/27/2026

We saved the best for last. 🤖✨ Tomorrow, May 28, we're wrapping up the Workflow Series with Automations and Best Practices, so that your CRM is doing the heavy lifting for you. Smarter workflows. Less manual work. More time for clients. Don't miss it! 👉 https://bit.ly/4vXWidl

ICYMI - We dropped a blog about everything Redtail training has to offer, and it's worth a read. 👀 RTU is hitting the ro...
05/26/2026

ICYMI - We dropped a blog about everything Redtail training has to offer, and it's worth a read. 👀 RTU is hitting the road, Align University is coming up, and free 1:1 sessions are ready when you are. The crew is ready. Are you? 👉 https://bit.ly/42YRXJy

In honor of Memorial Day, our offices will be closed today, Monday, May 25th. 🇺🇸 We're taking a moment to remember and t...
05/25/2026

In honor of Memorial Day, our offices will be closed today, Monday, May 25th. 🇺🇸 We're taking a moment to remember and thank those who gave everything. We'll be back Tuesday, May 26th ready to help! Enjoy the long weekend. 💙

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3131 Fite Circle
Sacramento, CA
95827

Telephone

+18002065030

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