Media releases

Life Stage Insights Integrates With Redtail Technology

January 12, 2021

Financial advisors can now grow their business faster by seamlessly automating marketing and client engagement with Redtail contacts

Half of clients say they don’t read most emails from their financial advisor

September 30, 2020

Hyper-personalization systems and other groundbreaking technologies are now emerging to empower financial advisors to connect far more effectively with clients.