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  • Home - Redtail Technology
    We were the FIRST cloud-based CRM for financial advisors and our forward-thinking origins continue to fuel the evolution of Redtail solutions for today’s advisory practice Automated workflows, an intuitive user interface and integrations galore
  • Login - Redtail Technology
    Sign into your Redtail Accounts - Redtail web-based Client Relationship Management (CRM), Redtail Email and Redtail Imaging
  • CRM - Redtail Technology
    Redtail CRM is cost-effective, easy-to-use and tailored for today’s financial professional View our demo now and we believe you’ll quickly see how Redtail can help you streamline your business and strengthen your client relationships
  • Contact Us - Redtail Technology
    Contact Redtail Technology with questions regarding web-based Client Relationship Management (CRM) software - 800-206-5030
  • Email - Redtail Technology
    Redtail Email allows flexible use of email accounts The available IMAP interface provides server-based folders attached to your mailbox, which allows you to access all emails in all subfolders from any computer with internet access
  • Support - Redtail Technology
    We take great pride in being available to help Redtail users whenever they may need assistance Below are a few of the ways we offer to connect with our Redtail Support Team, as well as a link for self-assistance via our Helpdesk
  • Speak - Redtail Technology
    Redtail Speak offers an AI assistant that can help with your client communication efforts It suggests text message responses based on your previous text history with a specific sender This feature aims to streamline your communication process by suggesting suitable replies to your incoming messages, which you can then accept regenerate edit
  • Imaging - Redtail Technology
    Redtail Imaging provides you with an organized and efficient method of document management and integrates with your CRM client records, allowing you to retrieve exactly what you need anywhere that you have access to the internet
  • Redtail CRM Demo - Redtail Technology
    Redtail CRM is cost-effective, easy-to-use and tailored for today’s financial professional View our demo now and we believe you’ll quickly see how Redtail can help you streamline your business and strengthen your client relationships
  • Redtail CRM Client Account Management Resources - Redtail Technology
    Whether you have a portfolio management company or custodian feeding your clients’ account data into your Redtail CRM or you manually enter and update your clients’ account information, we offer a ton of resources to help you learn everything you need to know about working with accounts in Redtail





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