Redtail Technology

Victory Wealth Partners utilizes a variety of industry financial tools and resources, including Redtail Technology, a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry.

Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. Redtail offers integration with many of the financial services industry’s most widely-used applications, including leading insurance, annuity, reporting, and financial management companies.

Redtail Technology’s CRM helps Victory Wealth Partners to more efficiently manage and service our valued clients, while simultaneously improving operational efficiency.