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Redtail Technology

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Two of the most highly requested features from Redtail users show up in Project Tailwag Sneak Peek #6 — Activity Enhancements. Read more here: http://ow.ly/DW046
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Redtail Technology

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Our five-part educational series of webinars with Advisor Websites begins tomorrow. Learn more and register here: ow.ly/DsC7E
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Project Tailwag Sneak Peek #3 — Enhanced Contact Card in Records. Read more here: http://ow.ly/CSQ92
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Project Tailwag Sneak Peek #1 — Responsive Design. Read more here: http://ow.ly/Co7fA
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Want to learn how to streamline tasks involved with creating and managing events? Redtail's Seminar Management tool can help! Register now for our webinar tomorrow: http://ow.ly/BRkpt
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Hosted by Redtail and presented by ActiFi, tomorrow we continue our 7-part Asset Accumulation Series of webinars, aimed at helping you to better understand how to leverage processes to enhance your business development, efficiency and effectiveness. Part 5 is titled "Creating Pipelines & Opportunity Reports". Register now here: http://ow.ly/BhppF
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Redtail Technology

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Project Tailwag Sneak Peek #5 — Note Enhancements. Read more here: ow.ly/DzRwi
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Redtail Technology

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Project Tailwag Sneak Peek #4 — Opportunity Tracker Enhancements. Read more here: http://ow.ly/DeijW
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Project Tailwag Sneak Peek #2 — User Defined Field Enhancements. Read more here: http://ow.ly/CvQ81
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Much of the customization you can do within Redtail CRM is accomplished from your Site Preferences page. Learn how to work with all the areas on this page in our information-packed webinar tomorrow at 11am PDT: http://ow.ly/C9Gt1
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Redtail Technology

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Hosted by Redtail and presented by ActiFi, tomorrow we continue our 7-part Asset Accumulation Series of webinars, aimed at helping you to better understand how to leverage processes to enhance your business development, efficiency and effectiveness. Part 6 is titled "Segmenting Your Client Base". Register now here: http://ow.ly/BOuZx
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Redtail Technology

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Redtail Technology and Morningstar Work Together to Simplify Advisor Practice through Redtail's Enhanced CRM User Interface: http://ow.ly/BeoH9
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People
Have them in circles
30 people
Advisor Software, Inc.'s profile photo
John Abraham's profile photo
John Walsh's profile photo
Solomon Exam Prep's profile photo
Houston Wealth Management's profile photo
Mobile Assistant, Inc.'s profile photo
ByAllAccounts's profile photo
Dana Menard's profile photo
Advisor Websites's profile photo
Contact Information
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Phone
800-206-5030
Email
Address
11285 Pyrites Way Suite B Gold River, CA 95670
Story
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Leading Cloud CRM for Financial Services
Introduction

WORK WHERE YOU WANT WITH REDTAIL CRM

Redtail Technology is an integrated technology company, providing solutions that enable the busy advisor to increase office efficiencies and bolster client satisfaction while also allowing them greater mobility in respect to their core technologies.

Redtail delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional. It’s not your typical off-the-shelf CRM solution, but rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy and delivers a rapid return on investment.

Because Redtail CRM was designed specifically for financial professionals, you can spend your time building your business rather than tailoring an application built for general business purposes. Our platform allows you to take advantage of the technological options available to you, options that can help you not only to do more with less but at the same time to increase the satisfaction level of your client base, thus organically laying the groundwork for referrals and increased business. 

With Redtail CRM delivered as a web-based, subscription service, financial professionals are able to focus on growing their business rather than being chained to their office, managing software technology.  What used to be a fervent wish that was often grounded by the limits of technology is now easily accessible to the advisor whose toolbox holds the correct tools.  You can, in fact, now work where you want, making the most effective and efficient usage of your time.