Page 2 - Redtail Speak News Today

The February edition kicks off with the big news that robo-adviser Wealthfront has been sold for $1.4 billion to UBS.

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

The Redtail text messaging technology records every message sent through the Speak 2.0 application and is automatically archived.

CRM developer Redtail Technology is expanding the availability of its text messaging service, called Speak, making it available for all financial advisors.

1Wire Delivers VoIP Phone Integration for Redtail CRM Share Article The integration allows Redtail CRM users to enable click to call, screen pop and call logging capabilities from the 1Wire business Voip system. SALT LAKE CITY (PRWEB) June 09, 2021 1Wire, a provider of Hosted VoIP services, has completed their integration with Redtail Technology’s CRM platform. This new integration supports a number of key functions for connectin...

Press release content from PR Newswire. The AP news staff was not involved in its creation. MaxMyInterest Integrates with Redtail Technology January 26, 2021 GMT NEW YORK, Jan. 26, 2021 /PRNewswire/ -- MaxMyInterest (“Max”), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Redtail Technology (“Redtail”), a leader in client relationship management (CRM) solutions for the financial advice industry. The Max For...