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Press Release
Oct 28, 2020
Holistiplan Partners With Redtail Technology to Streamline the Process of Analyzing Tax Returns
Financial advisors can now prove value to clients by seamlessly incorporating automatically-generated tax planning information
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Press Release
Jan 28, 2020
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Integration gives advisors ability to easily import client data for efficient creation of sustainable retirement plans
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Press Release
Feb 16, 2017
Asset-Map® and Redtail Integrate to Enhance Advisor/Client Conversations
Partnership Pairs CRM Functionality with Visual Narrative of Client Situation to Enhance Relationship
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