corporate.redtailtechnology.com
Partners | Redtail Technology
http://corporate.redtailtechnology.com/company/partners
Helpdesk / Knowledge Base. Click a partner logo for more information).
corporate.redtailtechnology.com
Security Statement | Redtail Technology
http://corporate.redtailtechnology.com/security-statement
Helpdesk / Knowledge Base. Last Updated: February 2016. Application security starts at every line of code we write. From the moment we started building Redtail every care was taken to write a secure and compliant solution. We use technologies from Microsoft such as the .NET Framework and SQL Server 2000 and 2008. Additionally we prevent deletes from occurring by implementing archival based scripting that appears to remove your data but instead hides it from your databases. Backups of Your Data.
corporate.redtailtechnology.com
Blog | Redtail Technology
http://corporate.redtailtechnology.com/company/blog
Helpdesk / Knowledge Base. Reports in Redtail: The Power Behind Your CRM - Continuing Education webinar tomorrow, August 18th. Posted On: Aug 17 2016 06:45 AM. Reports in Redtail: The Power Behind Your CRM (30-45 min). Thursday, August 18. 11am PDT / 12pm MDT / 1pm CDT / 2pm EDT. Https:/ attendee.gotowebinar.com/register/8319225309890055940. Workflows: Tips, Tricks, and Best Practices - Continuing Education webinar tomorrow, August 11th. Posted On: Aug 10 2016 05:04 AM. Thursday, August 11. Thursday, Jul...
corporate.redtailtechnology.com
Email | Redtail Technology
http://corporate.redtailtechnology.com/products/email
Helpdesk / Knowledge Base. Manage better with Redtail. Redtail Email Archive and Retention provides financial professionals with a convenient and compliant way to retain, retrieve, and report on email correspondence. Users of Redtail CRM automatically have their email correspondence dynamically linked to client records. There are no storage limits on mailboxes and no archive restrictions so you can keep all of your correspondence for as long as you like.
corporate.redtailtechnology.com
Support | Redtail Technology
http://corporate.redtailtechnology.com/support
Helpdesk / Knowledge Base. Financial Media Exchange and Redtail Technology Announce the Integration of Redtail’s Robust CRM Functionality with FMeX’s Innovative Content-As-A-Service Platform for Financial Advisors. Redtail Technology Announces Dynamic Financial Technology Integration; Adds Zapier to CRM Platform. Morningstar And Redtail Technology Announce Expanded Agreement, Adding Redtail’s Robust CRM Functionality To Morningstar Office For Financial Advisors.
corporate.redtailtechnology.com
RAQ | Redtail Technology
http://corporate.redtailtechnology.com/support/raq
Helpdesk / Knowledge Base. If you are a Redtail user and have any questions about the CRM or our other products, please try our Helpdesk page. However sometimes (rarely) we get other questions…. Is Redtail named after a hawk or an air squadron, or what? Redtail was named after a redtail golden retriever, Tucker Me Out McLaughlin, in 2003. What's with the dogs? I hear you at Redtail get to bring your dogs to work. What are their names?
corporate.redtailtechnology.com
About Us | Redtail Technology
http://corporate.redtailtechnology.com/company/about-us
Helpdesk / Knowledge Base. 8220;Coming together is the beginning, keeping together is progress. Working together is success.” – Henry Ford. We are an integrated technology company. Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial adviser. Redtail is bringing next-generation technology to the financial adviser to help them better manage their client base so that they can have MORE TIME , earn MORE MONEY and have MORE FUN! We care about our work.
corporate.redtailtechnology.com
Customers | Redtail Technology
http://corporate.redtailtechnology.com/company/customers
Helpdesk / Knowledge Base.
corporate.redtailtechnology.com
Pricing | Redtail Technology
http://corporate.redtailtechnology.com/products/pricing-2
Helpdesk / Knowledge Base. Unlimited leads, contacts, reminders, and tasks. Access anywhere, anytime. Backup and disaster recovery. Categorize and tag client records. Month for 10 gigabytes. 4 per month per additional GB. Hardware and software overview. Per month per account. Meets and exceeds SEC/FINRA regulations. POP3 or IMAP accounts. Anti-virus and spam protection. Ready to optimize your business? Try out our 30-day, risk-free trial. It’s full-featured and adviser approved.
corporate.redtailtechnology.com
CRM | Redtail Technology
http://corporate.redtailtechnology.com/products/crm
Helpdesk / Knowledge Base. Work smarter with Redtail. We’ve been successfully designing CRM solutions in the cloud! Specifically for financial professionals since 2003! No one else can say that. Automated workflows, an intuitive user interface and integrations galore. That’s working. Redtail CRM is cost-effective, easy and tailored to today’s financial pro. Unlike other CRM solutions, it’s priced per database, allowing up to 15 users, all for the same low monthly subscription. It’s all about integrations.
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