Redtail Technology
Built by Redtail Technology
Web-based Client Relationship Management software (CRM), integrates widely and deeply with other popular tools for the Financial Advisor.
Trusted by advisory firms across North America
What Redtail Technology Offers
Discover the powerful features that make Redtail Technology an essential tool for your workflow
Web-based CRM platform
Extensive third-party integrations
Client contact management
Activity tracking and reporting
Workflow automation tools
Why Use Redtail Technology with Investipal?
Experience the combined power of Redtail Technology and Investipal's AI-driven platform
Access your CRM from anywhere with web access
Connect with 100+ popular financial tools
Maintain detailed client relationship history
Automate routine administrative tasks
Quick Setup Process
Get Redtail Technology connected with Investipal in just a few simple steps
Schedule a demo to discuss your Redtail Technology integration needs.
Our team will help you configure the optimal settings for your workflow.
Begin leveraging the combined power of both platforms immediately.
Related Integrations
Explore other integrations in the CRM category
Salesforce is a CRM software that allows brokers, producers, advisors, bankers, and service representatives to proactively connect with customers.
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team.
Ready to integrate Redtail Technology?
Connect your tools and automate your workflow with Investipal's comprehensive platform.