September 2016
What's new in Integration?

FMG Suite is the leading automated marketing platform for financial professionals providing an all-in-one integrated suite of marketing tools, including websites, email and social campaigns, and mobile apps. By connecting your FMG Suite tools with Redtail's latest version, Tailwag, you can sync contacts, drop website form fills into Tailwag, and more. Don't have a website with FMG Suite yet? Take them for a test drive by signing up for a free 7-day trial where you can experience the simple integration with Redtail.  Click here for more information.

PlanFacts from  Impact Technologies Group, Inc. is an innovative, integrated suite of products. Use each product individually or use them together to introduce concepts and as a bridge to your comprehensive, analytical planning platform. Their new integration with Redtail CRM allows Single Sign-On and the ability to send contacts from Redtail into the PlanFacts platform. Learn more here.

Vanare, a wealth management technology platform provider, now offers integration with Redtail through NestEgg, its white-labeled robo-adviser platform, and through Spark, its online account opening platform. The integration will allow Vanare users to sync client contact information directly from Redtail CRM. Learn how to get started with the integration here.
Upcoming Webinars

Redtail Overview Demos:  every Tuesday at 11:00am Pacific
30 Minute Quick Starts:  every Wednesday at 11:00am Pacific

Topical Webinars: 
Tuesday, September 6: Redtail Partner Spotlight: Boost Your Client Experience with Financial Media Exchange   Registration  
Thursday, September 8:  Opportunities - Your Monthly Sales Report  Registration
Thursday, September 15:  RMDs in Redtail - Keep Out of the Penalty Box  Registration
Thursday, September 22: Client Reviews - Your Secret Sauce 
Registration
Thursday, September 29: Find Your Niche - Segment Your Book in Redtail 
Registration

Our webinars are free to users. You can see the full schedule for upcoming webinars here or use our Social links at the bottom of this newsletter to follow us for updates!
Redtail Universities

Join our Redtail experts to learn how Redtail CRM can help your office manage your time more effectively and grow your client base!

Omaha, NE
Tuesday, October 4, 2016
8:30am - 5:00pm (Central Time)
CenturyLink Convention Center

Austin, TX
Tuesday, October 18, 2016
8:30am - 5:00pm (Central Time)
Hilton Austin
Conferences

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:

Cantella Conference:  September 7-9, Brewster, MA
Triad National Conference:  September 7-10, Austin, TX
Summit Conference:  September 7-10, Boca Raton, FL
Orion Fuse:  September 8-11, Park City, UT
Advisor Group ConnectED:  September 8-11, National Harbor, MD
NPC National Conference:  September 12-16, San Diego, CA
LFS Exchange:  September 11-14, Orlando, FL
American Portfolios National Conference:  September 14-16, Baltimore, MD
Invest Regional:  September 14-16, Asheville, NC
FPA Annual Conference:  September 14-16, Baltimore, MD
LFA Fall Focus:  September 18-22, Denver, CO
XYPN Conference:  September 18-21, San Diego, CA
Kovack Conference:  September 18-21, Boca Raton, FL
Albridge Forum:  September 19-20, Chicago, IL
Wall Street Financial Conference: 
September 19-21, Rochester, NY
Bob Veres National Conference
September 19-21, Coronado, CA
45th Annual KMS Conference:  September 19-21, Seattle, WA
CARES Annual Conference:  September 20-23, San Diego, CA
eMoney Conference:  September 21-23, Dana Point, CA
CFD Fall Conference:  September 22-23, Kokomo, IN
Loring Ward Collaboration Lab:  September 27 , Coronado, CA
Platinum Strategies Marketing Forum: 
September 28-30, Orlando, FL
FOLLOW US WHERE YOU WANT:
Redtail Technology  800.206.5030  redtailtechnology.com