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What's new in the CRM?
New DOL Reports added. We've added a DOL No Contact Report, a DOL Summary Report and a DOL Documents by Account Report to assist you with meeting the upcoming requirements of the DOL fiduciary rule.
Learn more here.
And remember, you can always keep track of updates via our Release Notes,
available here
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What's new in Integration?
CircleBlack is a financial technology and wealth innovation company that offers you the tools you need to demonstrate your immense value, build trust and drive you closer to your clients. The new integration with Tailwag allows you to sync households between CircleBlack and Redtail. Details are
here.
The Tailwag -
Orion integration authorization process and Orion Report options have changed. Custom Reports are now available via the integration as well. Learn more
here.
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PrairieSmart's product,
SmartRisk Pro, was designed specifically for RIAs and offers one-page reports that allow you to quickly and openly estimate your clients' risk. The new integration with Redtail lets you select clients from your Redtail database to import into your SmartRisk Pro account. Details are
here.
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ReadyDoc offers cloud-based document management for your business. The new integration with Redtail means documents can be captured into ReadyDoc from within the familiar confines of Redtail CRM, and key client meta data can automatically be associated with documents in ReadyDoc. More information available
here.
Updates to the integration with
Securities America include: the ability to create a contact record in Redtail from Advantage Workstation (either via a send option or when using the Set Up Account feature) and the ability to use Redtail records to populate fields in Add Account (New Business Solutions). Learn more
here.
Together with Redtail,
SEI has created a comprehensive program
in regard to the new DOL Fiduciary Rule that includes strategic and tactical workflows to help you plan, execute and comply in most situations. Learn how to get started with the integration
here. You can also view our recorded joint webinar that will provide you with a lot more detail on this program
here.
Smart RIA is a cloud-based, secure software platform designed for RIA firms to make their back office operations and compliance management easier, less expensive, and more efficient. The new integration with Redtail allows you to pull your contact data from Redtail into Smart RIA. Details are
here.
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Upcoming Webinars
Redtail Overview Demos:
every Tuesday at 11:00am Pacific
30 Minute Quick Starts:
every Wednesday at 11:00am Pacific
Topical Webinars:
Thursday, November 10: Permission THIS - Permissions and Privacy Options in Redtail
Registration
Wednesday, November 16:
Best Practice Spotlight: Accelerate Your Growth in 2017 with Redtail and Advisor Websites
Registration
Thursday, November 17:
The Customer Experience - Using Redtail to Make an Impression
Registration
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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!
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Sacramento, CA
Tuesday, November 15, 2016
8:30am - 5:00pm (Pacific Time)
Holiday Inn-Capitol Plaza
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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:
Sigma Financial Conference:
November 7-8, Scottsdale, AZ
JW Cole Advisor Symposium:
November 7-9, New Orleans, LA
Tech Retreat Western Roundtable:
November 9-11, Laguna Niguel, CA
Cetera/Investors Capital Conference:
November 10-12, Orlando, FL
IO Tech Conference:
November 14-15, Dallas, TX
1st Global Conference:
November 15-17, Indianapolis, IN
Money Concepts Annual Planning Conference:
November 28 - December 1, Hollywood, FL
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