Redtail Technology

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency.

How to Connect to FinaMetrica from the Redtail portal.

Training webinar video co-hosted by Redtail. (Note: the file is over 400MB in size.)

We offer a 10% discount off our standard subscription price for Redtail Advisors. Please select Redtail Technology under Alliance when subscribing.