Redtail Technology
@RedtailCRM
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Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail
Sacramento, CA
Joined March 2009
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Who let the dogs out?! 🐶🏆 2019 Wealth Management Industry Award Winners - Technology Providers: CRM
Big thank you to all our raving fans who helped us get here - we couldn’t do it without you.
Congratulations to all the
#Wealthies
winners!
#WMIA19
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Orion Advisor Solutions to Acquire Redtail:
We’re excited to share that Orion is acquiring Redtail. With the full weight of Orion’s resources and relationships behind us, we'll continue our mission to be an essential partner in financial services.
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You are about to witness one small step for Redtail, one giant leap for financial services! 🚀
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5
30
Truly blown away by the thoughtful SURPRISE video we received this morning from some of our partners, clients and friends in the industry, acknowledging our 15th anniversary! Thank you so much - we love you all!
#RedtailTurns15
Vid is here:
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2
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Excited to announce the brand new version of Redtail CRM’s Mobile App, available for iOS and Android! 👉
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5
23
Jack has officially been adopted & we couldn't be happier for him! Follow the link to read about his journey.
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We’ve spent a lot of time in Atlanta at RTU events over the years (and
@redtailtech
flies through seemingly once or twice a day), but later this summer Redtail will be in the ATL full-time, as staff begin to work in our new East Coast HQ in West Midtown:
0
6
23
A day full of Redtail and
@orionadvisor
training, followed by a night at the 2019 Superbowl Stadium!
#Ascent2019
@redtailtech
@RickyRedtail
@redtaildavid
@redtailhayley
@Redtailjonathan
@MBStadium
0
6
23
Redtail turns 19 today and that’s all because of the relationships we’ve built together with you throughout the years. We love serving the advisor community as a part of this industry!
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3
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We heard you–financial advisors want to securely text their clients. And now that we’ve unleashed Speak, ALL advisors can. With Speak you can also schedule messages for future delivery, create message templates & set Out-of-Office replies. And so much more
0
5
21
Drum Roll! 🥁 Introducing Retriever Cloud integrating contacts and calendar with Office 365 ➡️
#RetrieverCloud
#FinTech
#NewFeature
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5
20
We wouldn’t be where we are today without our customers and Raving Fans! Thank you for getting us to our Sweet16. In honor of
#ThrowbackThursday
, we're looking at how far we’ve come!
#RedtailTurns16
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3
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📢 Big News! 📢
Introducing Retriever Cloud, our new solution for integrating contacts and calendar with Google! ➡️
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4
19
For 17 years we’ve helped advisors strengthen their client relationships and streamline their processes, while working where they want. We are grateful to celebrate those 17 years with the very best customers, partners and staff!
#RedtailTurns17
#RedtailRocks
🎂
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2
20
Happy Friday from our newest Redtail Pup - Leonidas!
#DogsofRedtail
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1
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We’re excited to release our latest solution: Puppr! Puppr is a playdate scheduling tool & platform to help your pup maintain meaningful connections w/ their pup friends when everyone’s
#WFH
. Learn more about virtual playdates for your pup 👉
#RedtailPuppr
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3
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7 Things That Happened To
@redtailtech
And
@RickyRedtail
On A Trip To NYC Before, During And After Winning The Family Wealth Report Client Communications Award (In The Midst Of A Major Winter Storm):
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Our Redtail AZ team is now officially working out of their new digs in Chandler! Excited for another great year of working with advisors!
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6
19
With the launch of our East Coast HQs in Atlanta, we are excited for our new partnership with
@atlantahumane
.
They are receiving matching funds through the end of the month for help on a recent rescue of 32 neglect dogs. Read the full rescue story here:
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6
17
Live from
#FIsummit
, CEO Brian McLaughlin
@redtailtech
introduces Redtails newest feature, . Coming to your Redtail CRM soon!
One of our great partners, Brian McLaughlin at
@RedtailCRM
, launches on the
#FISummit
stage.
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We’re officially 18! 🎉
18 years of providing web-based CRM for financial advisors!
We wouldn’t be where we are today without our raving fans, awesome partners, and hardworking employees!
#BirthdayTweet
#RedtailTurns18
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Today’s the day Redtail officially joins the Orion team! We’ll move quickly to benefit advisors seeking an integrated, most-in-one suite of technology to grow their business. Visit our resource center to learn more and register for the June 29 webinar.
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4
17
New feature coming to your Redtail CRM! 🥳 Stay tuned...
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1
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Exciting news! Redtail CEO
@redtailtech
has joined Riskalyze’s Board of Directors. We’ve always worked closely with Riskalyze building the future of advisor fintech and are proud of Brian and this opportunity!
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Redtail Trainer, Austin Johnson, is making a difference with partners and subscribers. He knows his stuff and is super helpful! 👌
#employeeappreciation
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The results are in for the
#T32020
Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 average satisfaction rating (one of the highest ratings on the board)! Thank you to our raving fans and partners!
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It has been our privilege and our pleasure to work and play with you all this year! We wish you the very best of holidays and a healthy, happy and prosperous 2018!
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2
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Throwback Thursday to 2015 when our CEO, Brian M.
@redtailtech
, and all of these other great people, were named InvestmentNews 40 under 40.
#throwbackthursday
@margieshard
@ReformedBroker
@AaronKlein
@NewPlnrRec
@danielcrosby
@sophiabera
@HJudeBoudreaux
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1
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In FP's new Tech Survey in CRM category, "Redtail is the clear leader, with a 21.6% market share": Excited/thankful.
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3
16
It's Not Too Late for
@redtailtech
to Bring You Delicious Tacos! But, That Clock is Ticking!
#WhereDoYouRedtail
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4
16
SIX years now of empowering fearless investing! Huge congrats to our buddies
@Riskalyze
. We're throwing on the party hats in celebration!!
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2
14
We're excited to be at the T3 conference! Stop by the booth to learn how you can win free
@RedtailCRM
and swag
#WhereDoYouRedtail
#T32017
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14
#LPLAdvisors
are you attending
#LPLFocus
? Make sure to stop by
@RedtailCRM
at Booth
#15
. See you in Boston! ✈️
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📣 Redtail has a big new product announcement coming soon! 📣
Keep your eyes peeled because we're releasing a solution soon to address a pain point common to many advisors. It's going to save you time and effort and help you ramp up your client and prospect engagement efforts!
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📢 Introducing Redtail Campaigns 📢
Fresh, tailored content + “always-on” marketing automation technology = engaged clients and prospects + time and energy saved. Redtail Campaigns makes this marketing equation possible!
Learn more 👉
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9
14
We're excited to unleash a new feature for logging into your CRM. Redtail Pawthentication! This new feature scans your pup's paw and logs you into your database. Check it out here:
#NewFeature
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Want to see your pup featured on Redtail's CRM login? We do too! We're excited to launch Redtail's Best Paw Forward Photo Challenge. Submit a photo (or 5) of your pup for our employees to vote for their monthly favorite to be featured on the login page 👉
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2
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📢 Shoutout to our awesome staff that truly lives by our mission statement to think differently, be innovative, deliver an amazing experience, and have a helluva lot of fun!
#employeeappreciation
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1
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Celebrating our 7th year in a row making it on the
#Inc5000
list of America’s fastest-growing private companies in the US! 🥳🎉
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1
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What can we learn from a History of Buttheads? Redtail Keynote at
#FearlessWeek
happening now.
“Adapt to the Future”
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2
13
We’re finishing out the work week with
@golden1cu
in our Sacramento HQ office for CRM training with
@Redtailjonathan
!
#RedtailTechnology
#FinTechFriday
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3
13
CEO, Brian McLaughlin, (
@redtailtech
) discusses Redtail A.I. on
@WatchFinTechTV
. See how it will impact advisors and help them improve their businesses.
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4
13
Beer, Pizza, and
@HackerX
#redtailtechnology
@Riskalyze
@sambasafety
@TechnipFMC
@RobertHalfTech
@geminilegal
@ClearCapital
@MaxPreps
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6
14
We are honored to be listed among the Best Fintechs to Work for two years in a row! Check out the full list on
@finplan
, some of our great partners are also included!
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3
13
It wouldn't be a Redtail celebration without our CEO (
@redtailtech
), COO, and CAKE!
#RedtailTurns16
0
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If you’re at
@CarsonGroupLLC
#Excell2021
make sure not to miss this panel! 🔥
✅
@redtailtech
✅
@patrickwhannon
✅
@RIAOasis
✅
@alisusko_alison
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Our very own Rick Williamson, a.k.a.
@RickyRedtail
, goes into detail about CRM best practices that will help you grow your business. Read the full article on
@newsfromIN
Outside-IN blog.
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12
Congratulations to all the finalists for the 2019 Industry Awards! We are honored to be a finalist in the
#CRM
category for
#RedtailSpeak
.
@wealth_mgmt
#wealthmanagement
#fintech
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🚀
#RedtailUniversity
LIVE is ready for liftoff at
#T32024
with
@orionwealthtech
!
@t3techhub
This year,
#RTU
is all about the tools & strategies you need to take your client relationships into the stratosphere. ✨
Here’s how you can join the mission:
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Wishing everyone a Happy Thanksgiving from all of us here at Redtail Technology!
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Redtail turns 20 today! As we look back on the past 2 decades, we are so thankful to celebrate this milestone. Thank you all for your support throughout the years. 🥂
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We’re so honored to be recognized in
@riainabox
2020 RIA Technology Survey as “the dominant leader in the RIA CRM technology category.” 🎉
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4
13
Join us tomorrow night at the
@orionadvisor
FUSE Party! Catch us on the dance floor at Parq Restaurant & Nightclub in San Diego from 9-11pm. Don't forget to RSVP 👉
0
4
12
Elizabeth Marks w/
@lakesidewealth
says "Redtail increases efficiencies and client communication" On page 13, read how Elizabeth and her team uses Redtail CRM more strategically in
@CitywireUSA
October Issue of Registered Investment Advisor.
#FinTech
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2020 Wealth Management Industry Award Winners - Technology Providers: CRM
#WMIA20
Big thank you to our raving fans - we couldn’t do it without you.
Congratulations to all the
#Wealthies
winners and finalists!
@wealth_mgmt
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Seats are limited, but there's still time to register. We're teaming up with
@orionadvisor
and we have a full agenda including 1-on-1 training opportunities and a Redtail roadmap from CEO, Brian McLaughlin
@redtailtech
Save your seat today! ➡️
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6
12
"Companies with happy employees outperform their competitors by 20% and experience less turnover." Redtail CEO Brian McLaughlin
@redtailtech
provides some insight on establishing company culture in your advisory practice in his latest piece
@newsfromIN
:
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7
12
🚨 Introducing: Suite Sync!
Designed exclusively for
#RedtailCRM
users to seamlessly integrate email history, calendars, & contacts, learn how Suite Sync transforms the way you work with
@RickyRedtail
:
Learn more:
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2
12
Team Redtail is heading to Boston next week for the
@Riskalyze
Fearless Investing Summit. Historical hotel, Tea Party on a Yacht, and some awesome keynote speakers including our very own
@RickyRedtail
! 🎉 Who's ready?
#FISummit
0
2
12
Follow our
#advisorhero
campaign as we shine a bright light on advisors we work with as they tell their stories and share their work in local communities and beyond.
More than a financial advisor:
#advisorhero
2020 (and beyond)! 👉
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11
We are happy to welcome our newest integration partner,
@runoranjdotcom
. 🎉
Oranj is thrilled to announce a direct integration with
@RedtailCRM
! Read more about this new and modern integration here!
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4
11
The
@RedtailCRM
team sends our deepest condolences to the Bergman & Miller families and all of the
@ENVIntel
team. Jud Bergman was an outstanding leader and visionary.
0
0
11
Our Co-Founder
@redtailtech
‘s new role as President of Orion Advisor Tech is in the headlines again. This month's
#Fintech5
with
@Riskalyze
's
@AaronKlein
via
@wealth_mgmt
features the news. 👉
1
4
12
Join CEO of Redtail Technology,
@redtailtech
, and 5 other leading
#fintech
company executives as they discuss relevant topics related to remote working, change management and perseverance. 👉
2
5
12
We hope everyone had a great April Fools Day! Although
#Pawthentication
was just a joke, we are excited to be releasing a new feature on April 10, 2019.
#notajoke
#newfeature
#comingsoon
0
2
11
Congrats to Redtail’s co-founder
@redtailtech
on being named President of Orion Advisor Tech. We’re all excited to watch (and support) Brian as he takes on this fantastic new opportunity!
3
2
12
As Tailers are working from home in response to current events, we’ve encouraged them to share what that looks like as a means of staying connected and splashing sunshine on each other’s days.
#workwhereyouwant
#wfh
#wfhpets
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3
12
“Heroes are ordinary people who make themselves extraordinary.” —Gerard Way. This April Fools’ Day we’re giving thanks rather than pranks. Read more here:
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2
12
"The CRM is designed to be the heart of your business. Your heart needs to be clean and healthy." -
@RickyRedtail
See what else Rick has to say on
@ReminderMedia
Stay Paid Podcast - Ep 105: Build Stronger Relationships with These CRM Best Practices
0
2
10
Thanks to
@TonyBizjak
with The Sacramento Bee for including Redtail in his profile of “cutting-edge Sacramento offices”.
0
5
11
Happy Howloween!
#DogsofRedtail
Malcolm is “Frank” the 500 error unicorn today! 🦄
@RedtailCRM
#halloweencostume
#halloweenpup
#redtailmalcolm
#nobodylikesfranktheunicorn
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Our thoughts and prayers to all of you affected by the hurricane. Please reach out if we can assist you in any way as you work through this.
0
0
11
We are excited to welcome Jack from
@frontstreetlife
to Redtail! Learn how you can get involved in fostering!
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2
11
The Roush Group
@TheRoushGroup
came into the Sacramento HQ office for training and helped us celebrate our Sweet 16! 🥳
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We're excited to announce this month's winners of Redtail's Best Paw Forward Photo Challenge! Drum roll... 🥁
Congratulations Nox, Pilot, & Mowgli! Check out some of the other contenders here:
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4
11
Join our virtual panel of experts November 3 at 10am PT/1 pm ET as we take a deep dive into the best-kept secrets to a
#personalized
customer experience!
Sign up now to save your spot 👉
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“I help people and business owners, by sharing my knowledge and being as much of a resource as I can to help them really make changes.” - Bill (
@BillSimonet
) at Simonet Financial Group LLC (
@MySFGAdvisor
)
Read Bill's
#advisorhero
story here 👉
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2
11
We are excited about our newest partnership with
@AdvicePay
!
“Eliminating manual re-entry of data, particularly for common processes, saves advisors time and improves accuracy across platforms.” -
@redtailtech
#Advisors
, we are excited to announce our integration with
@RedtailCRM
!
"This new integration with Redtail will simplify and streamline the billing process for advisors so that advisors can get paid more quickly." -
@R_Alan_Moore
Learn more:
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We have a few more conferences left in 2019, make sure to stop to by for a Redtail High 5 ✋ and rockets 🚀
Can’t pass the Redtail booth at a conference without picking up a few Redtail Rockets for the kiddos.
Thanks
@RedtailCRM
!
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#RedtailTips
-Redtail Tips Tuesday
Keyword/UDF lists are alphabetical--you can better organize them by adding general terms, such as “Client Perk”, and then adding the specifics. Examples:
Client Perk: Coffee Preference
Client Perk: Favorite Restaurant
Client Perk: Favorite Snack
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According to Redtail’s 2020 AdvisorComm survey, over 80% of advisors have adapted to using video or other remote conferencing tools to communicate with their clients.
#FearlessWeek
0
3
11
Who's as excited as we are for
#FISummit
in Palm Springs!? 🌴
Meet today’s
#FISummit
Friday Feature!
@RedTailCRM
provides advisors anytime, anywhere access to their client and calendar data. Connect with them and all our incredible partners this September in Palm Springs. Tickets are going fast!
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