Redtail Technology
HQ Address
3131 Fite Circle, Sacramento, CA 95827, United States
Website Address
Business introduction
Built For Connection. Made For Advisors
From solo practices to enterprises, Redtail helps you keep relationships at the center
Redtail Technology 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.
Redtail Technology Solutions
Redtail CRM
Stay connected to clients, automate key workflows, and work more efficiently as a team — wherever you are. Whether you’re handling onboarding, managing reviews, or preparing for client meetings, Redtail streamlines the busy work so you can focus on what matters most. Save hours each week with smart, customizable workflows. Connect your entire......
business needs
- Business Intelligence & Practice Management
- Client Communications & Reporting
- Client Engagement & Management
Redtail Email
Redtail Email automatically captures, stores, and organizes every client message, built into Redtail CRM — so you can meet compliance requirements without lifting a finger. Say goodbye to manual logging and disconnected inboxes. Keep your communications clean, compliant, and easy to access. Seamlessly integrated with your CRM. Automatically archive all inbound and outbound......
business needs
view solutionRedtail Imaging
Unlock document storage that makes it easy to securely store, search, and share client documents. Redtail Imaging gives your firm a smarter way to manage paperwork — digitally and compliantly. Secure, cloud-based storage tied directly to client records. Quickly find files with indexed search and folder tagging. Keep your team compliant with built-in controls......
business needs
- Business Intelligence & Practice Management
- Client Communications & Reporting
- Document Management & Storage
Redtail Speak
Redtail Speak enables advisors and their teams to securely text with clients — while automatically archiving messages to meet SEC and FINRA requirements. Texting is the fastest way to stay connected. With Redtail Speak, you can text compliantly — with confidence. Engage in real-time conversations with clients. Automatically archive every message for compliance. Send......
