Whether you're a brand-new user or looking to sharpen your skills, Redtail offers training options to meet you where you are — from in-person learning to live virtual sessions and self-paced resources.

RTU Session
In-Person Events, Real-World Learning

Redtail University and
Align University

Join us on the road for Redtail University, our classroom-style training series hosted in cities across the country. Or attend Align University, where you can learn about Redtail, Orion, or both at one supersized event.

View 2025 Schedule

Work With Our Team

Looking for hands-on help? We offer personalized training options to help you optimize your setup and onboard your team.

Tailored Virtual Sessions

One-on-one or group training

Schedule a personalized training session with a Redtail expert. Whether you want a quick 30-minute refresher or a full hour to dive deep, we'll tailor the time to your team's needs.

Request a Session

On-Site Training

We’ll come to you

Have a large team or want a fully customized experience? We offer half-day, full-day, and two-day on-site training options for an additional fee. Our trainers will tailor the content to your firm’s goals and learning style.

Let us Come to You!

Visit Us in Office

Training and a tour, on our turf

If you're near our Sacramento or Omaha offices, schedule a complimentary two-hour session and sit down with a member of our team for hands-on help — plus a behind-the-scenes look at Redtail HQ.

Want to Come to Us?

CRM Assessment

Is your CRM working as hard as you are?

Take a short survey to assess your firm’s current Redtail usage. You’ll receive tailored recommendations to streamline workflows, reduce inefficiencies, and unlock more value.

Take the CRM Assessment

Learn on Your Own Time

Explore on-demand resources and virtual learning paths designed to work around your schedule.

Advisor with dog

Interactive Training
Real-Time Answers

Join Redtail’s training team for live virtual webinars covering CRM fundamentals, best practices, and new feature deep dives. These sessions are free to attend, easy to join, and designed to give you immediate, practical takeaways.

Join Us Virtually!

Dog

Learn At Your Own Pace, Anytime

Miss a webinar or want to revisit a topic? Our recorded training library is available 24/7 and includes quick tutorials, full-length sessions, and curated playlists to help you master Redtail’s tools on your own schedule.

Virtual Training Library

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Role- and Goal-Based
Curated Learning Paths

Not sure where to start? Follow one of our curated playlists to build knowledge around the tools and workflows most relevant to your firm.

Follow the Paths Here

Request a Training Session

Looking for more immediate training resources? Check out the above options to sign up for our Live Virtual Class schedule, view recorded sessions, and more!

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Our one-on-one training sessions are typically scheduled 3-4 weeks in advance. We apologize for any inconvenience this may cause and appreciate your understanding.

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