Redtail Technology

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11291 Pyrites Way Ste B
Rancho Cordova, CA 95670
+1 (916) 403-0286
http://www.redtailtechnology.com

Redtail Technology is a leading provider of cloud-based CRM solutions for financial advisors, offering automated workflows, integrations, and an intuitive user interface to streamline processes and enhance productivity. With a focus on working smarter, Redtail CRM is designed to meet the evolving needs of today's advisory practice.

In addition to their CRM solution, Redtail also offers Imaging, a document storage system for reducing clutter and going paperless, Speak, a compliant communication platform for texting with clients, Email Archive and Retention for convenient and compliant email management, and Redtail Campaigns, a platform for hyper-personalized marketing collateral to drive new business and deepen client relationships. With a commitment to providing an amazing experience and delivering extreme customer service, Redtail Technology is dedicated to helping financial advisors optimize their businesses and strengthen client relationships.

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