- 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
- Rarely Asked Questions - Redtail Technology
Since Redtail was named after the boss’s red-tailed golden retriever, we thought a dog would make for a good logo We bring our dogs to work and feel that they symbolize our values: work fun balance and loyalty to our core users—you!
- The Externship - 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
- Release Notes Archives - Redtail Technology
Stay on top of updates to Redtail’s suite of solutions Release notes contain info about all Redtail products - CRM, Email, Imaging, Speak and Mobile App
- RTU Masters - Redtail Technology
Scenario-focused training and roundtable discussions that analyze financial professional situations and how to apply Redtail CRM to handle them most efficiently and effectively
- FinTech Industry Archives - Redtail Technology
Learn more about Redtail and the FinTech industry in general, from roundtable discussions to Q As to solutions that Redtail offers
- API - Redtail Technology
Using our open, REST-based API, you can seamlessly integrate your product’s features or firm’s technology with Redtail Contacts, Calendar, Opportunities, Workflows, and more
- Your Privacy Choices - Redtail Technology
You or your legally authorized agent can opt out of the “targeted advertising,” “selling,” or “sharing,” of personal information as set forth
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