QuickList updates. Multiple fixes and updates to QuickLists, including the ability to clone existing QuickLists.   Learn more about QuickLists here.

Updates to Date of Death field. Dealing with survivors of your deceased clients can be delicate at times, but your CRM should provide you with confidence in terms of the information you carry into those situations. For more info, see our Database Recommendations for Deceased Contacts or our recorded webinar,  'Til Death Do Us Part - The Client Lifecycle In Redtail.

  

Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Their new integration with Tailwag allows you to pull Redtail contacts and accounts into Kwanti. More information here.

MarketingPro has updated our existing integration to include contact touch point history records in Redtail (in the form of notes on the contact records) to allow Redtail CRM users easy viewing and reporting of communications sent through MarketingPro. Get all the details of our integration here.

Advisors for Valmark Financial Group now have Single Sign-On and Send-To capabilities available from the Integrations menu in Redtail CRM. If you are a Valmark rep, this should now be automatically available for you. If you don't see those options, you can contact Valmark to let them know you have an active Redtail subscription and which Redtail platform you are using.