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In 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit

Brian McLaughlin


Award Category
Technology Providers: CRM
New Mobile App for Redtail CRM Users
In February of 2020, Redtail released an entirely rebuilt version of its Redtail CRM mobile app for iOS and Android.
Redtail CRM Overview
Redtail CRM is cost-effective, easy-to-use and tailored for today’s financial professional.
Redtail Mobile App
Redtail’s mobile app keeps you connected to your CRM data, even when you don’t have access to a computer.
Your CRM as a Component of Crisis Management
Explore some of the ways you might use Redtail CRM as a component of your crisis management.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to: