 |
Morningstar
Website Contact Products Newsroom
|
When we rolled out Project Tailwag in January of 2015,
Morningstar worked with us to make access to many of their subscription-level services available for free to Tailwag users for a limited time. This general trial period will expire on June 12 (after that date existing Redtail users who upgrade to Tailwag
and new Redtail trial users will receive a one-month trial access period to these Morningstar services). While some Morningstar services will still be available for free to all Redtail subscribers, a subscription to Morningstar Advisor Workstation and/or Morningstar Office will be required for most of their reports, tools and data. You can learn more about which of their services will begin requiring a subscription to access from Tailwag as of June 12
here.
|
 |
|
|
Additions, Fixes and Changes Abound
|
Redtail Overview Demos - every Tuesday
at 11:00am Pacific
30 Minute Quick Starts - every Wednesday at
11:00am Pacific
|
|
Resources Available to You - Presented in Project Tailwag
|
|
|
All About Mail Merge - Presented in Project Tailwag
|
|
|
|
|
|
|
|
|
This year we'll cover daily usage and best practices within Project Tailwag, the shiny new model of Redtail CRM, highlighting all of the new tools and functionalities at your disposal. Join our Redtail experts to learn to manage your time more effectively and grow your client base!
|
 |
Redtail University
Minneapolis, MN
Tuesday, June 9, 2015
8:00 AM - 5:00 PM (Central Time)
Embassy Suites Minneapolis Airport
|
 |
Redtail University
San Diego, CA
Wednesday, July 15, 2015
8:00 AM - 5:00 PM (Pacific Time)
Courtyard Marriott Liberty Station
|
 |
Redtail University
Denver, CO
Tuesday, July 21, 2015
8:00 AM - 5:00 PM (Mountain Time)
Doubletree by Hilton Denver
|
|
|
Representatives from Redtail Technology spend a lot of time on the road at both Broker Dealer Conferences and other industry events. Below is a list of those at which Redtail will be in attendance in the coming month:
|
|
|
CONFERENCE
|
|
DATE
|
LOCATION
|
|
|
Lincoln
Summer
Camp
|
Lincoln |
June 1 -
June 3 |
Manchester,
NH |
|
|
Legend
Group
National
Conference
|
Legend |
June 2 -
June 4
|
Ft.
Lauderdale,
FL |
|
|
Pershing
Insite
|
Pershing |
June 3 -
June 5
|
Orlando,
FL |
|
|
Securities
America
National
Conference
|
Securities
America |
June 6 -
June 9
|
Austin,
TX |
|
|
Fidelity
Tech
Summit
|
Fidelity |
June 9
|
Santa
Monica,
CA |
|
|
ESI
Elite
Symposium
|
ESI |
June 14 -
June 18
|
San
Diego,
CA |
|
|
Advent
Connect
|
Advent
Software |
June 15 -
June 17
|
Las
Vegas,
NV |
|
|
TD Tech
Summit
|
TD
Ameritrade |
June 22 -
June 23
|
Chicago,
IL |
|
|
National
Business
Builder
Conference
|
ProEquities |
June 23 -
June 26
|
Atlanta,
GA |
|
|
SII/ICA
Admin
Assistant
Workshop
|
SII/ICA |
June 23 -
June 25
|
Green
Bay,
WI |
|
|
Fidelity
Inside
Track
|
Fidelity |
June 24 -
June 25
|
Half Moon
Bay, CA |
|
|
National
Morningstar
Conference
|
Morningstar |
June 24 -
June 26
|
Chicago,
IL |
|
|
Cetera
Connect
Conference
|
Cetera |
June 25 -
June 28
|
Orlando,
FL |
|
|
Money
Concepts
Financial
Planning
Congress
|
Money
Concepts |
June 28 -
July 2
|
Bahamas |
|
Follow us where you want:
|
|
|
|
|
