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The #1 CRM for financial advisors.

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Redtail Technology

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About the Redtail Technology

Redtail Technology provides a suite of web-based applications specifically designed for the financial services industry. Its flagship product is Redtail CRM, which helps financial advisors manage client relationships, streamline workflows, and ensure compliance. The platform offers features like client contact management, automated workflows, and reporting. It also includes other solutions such as Redtail Speak for compliant text messaging, Redtail Imaging for document management, and Redtail Email archiving.

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