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Redtail Technology

Finance
Description
Redtail is a CRM and client communication platform built for financial advisors and wealth management firms. It provides email archiving, scheduling, marketing, and integrations with custodians and planning tools.
Active Incidents
Last refresh: 2026-06-28 00:15 UTC (13m ago)

Redtail CRM MFA and Email Notification Issues

Identified

We have identified that delays or issues with multi-factor authentication (MFA) for Redtail CRM and emails sent from Redtail CRM (including password reset emails and notifications) are being filtered or quarantined by select email security providers. While we continue working with our vendors to improve delivery, some users may experience intermittent delays. As a temporary workaround, we recom...

Incident
Location:
Started: 2026-06-02 16:18 UTC (25d ago)
Updated: 2026-06-03 00:35 UTC (24d ago)
Resolved: N/A
2026-06-02 16:18 UTC (25d ago) : Multi-factor authentication (MFA) for Redtail CRM and emails sent from Redtail CRM (including password reset emails and notifications) are currently experiencing intermittent issues. Some clients may have difficulty accessing their accounts or receiving CRM-generated emails. We are actively working to restore full functionality and apologize for any inconvenience. Thank you for your patience.