You can check out some of our latest work and updates to the CRM via the Release Note Bulletins below:

Release Note Bulletin 1.31.18 

Release Note Bulletin 1.11.18

Also, if you missed our announcement about Redtail Speak, a compliance-approved, real-time communication platform for financial advisors, you can see that announcement here.

Leadjig is a marketing platform designed to allow advisors to market independently of the traditional avenues. You can learn more about the setup and functionality of their new integration with Redtail  here .

Morningstar Office Cloud is the new web-based platform for modern advisors. You can find out how to establish the integration between Morningstar Office Cloud and Redtail  here .

As many of you may already know, Redtail embarked upon a journey last year with Front Street Animal Shelter to begin fostering dogs in the Sacramento area and to encourage adoption of the many wonderful pups that need to find a loving home. Along with Front Street, we were featured on Good Day Sacramento last month and you can see those videos  here .

Y ou can also check out the video we made in

partnership with the American Heart Association to promote their Heartwalk campaign  here .

Finally, Redtail CEO Brian McLaughlin's thoughts on establishing  company culture in your advisory practice were featured by  InvestmentNews last month. You can read that piece  on their website.