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What's new in the CRM?
You can check out some of our latest work and updates to the CRM via the Release Note Bulletins below:
And remember, you can always keep track of updates via our Release Notes,
available here
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What's new in Integration?
Emotomy offers an all-in-one product for risk, white-labeled robo and paperless onboarding, and it does it all with an automatic approach. You can learn more about the setup and functionality of their integration with Redtail
here.
Everplans' integration with Redtail has been updated, now allowing you to send Households from Redtail to Everplans. Also, if you have multiple Firm Users set up within Everplans, you'll have an option to choose which of them to associate a Household with when sending it over. You can learn more about the integration's setup and functionality
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, September 7: Email: to infinity and beyond! Registration
Tuesday, September 12: Multi-Gen Series Pt 1: Three Strategies for a Multi-Generational Practice Registration
Thursday, September 14: Workflow your process for scheduling meetings with prospects
Registration
Thursday, September 14: Improving Client Business Relationships Through Redtail Technology and Advisor Websites
Registration
Thursday, September 21: Moving data: the more you know, the smoother the move! Registration
Thursday, September 21: Breaking ground: Robo-technology meets robust CRM capabilities Registration
Tuesday, September 26: Multi-Gen Series Pt 2: Streamline Client Communication with Technology
Registration
Thursday, September 28: Missing piece of the puzzle: when someone goes on vacation
Registration
Tuesday, October 24: Multi-Gen Series Pt 3: Brand Your Practice in a Fiduciary World
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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Chicago, IL
Tuesday, September 19, 2017
8:30am - 5:00pm Central
Chicago Marriott Midway
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Omaha, NE
Tuesday, October 10, 2017
8:30am - 5:00pm Central
Century Link Convention Center Omaha
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Atlanta, GA
Tuesday, October 17, 2017
8:30am - 5:00pm Eastern
Atlanta Airport Marriott
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Sacramento, CA
Thursday, November 9, 2017
8:30am - 5:00pm Pacific
Holiday Inn Sacramento Downtown
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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 months:
Triad National Conference:
September 5-9, La Jolla, CA
Bob Veres' Insider's Forum:
September 6-8, Nashville, TN
ONESCO Institute: September 6-10, San Antonio, TX
Orion FUSE:
September 7-10, Park City, UT
LFN Fall Forum:
September 10-13, Nashville, TN
KMS National Conference:
September 11-13, Seattle, WA
Cambridge Conference:
September 13-16, Dallas, TX
Albridge Forum: September 14-15, Washington, DC
Loring Ward NEC:
September 17-19, Colorado Springs, CO
Advisor Alliance Conference:
September 17-19, Greenville, SC
ProEquities Business Builder:
September 17-20, Chicago, IL
Orion Ascent Conference:
September 18-20, Scottsdale, AZ
SW CARES Annual Conference: September 19-22, Chicago, IL
CFD Fall Conference:
September 21-22, Kokomo, IN
eMoney Advisor Summit:
September 25-27, Scottsdale, AZ
RBC Regional Event:
September 29, Cleveland, OH
Kovack Conference:
October 2-4, Orlando, FL
FPA Annual Conference:
October 2-4, Nashville, TN
Questar National Conference:
October 3-4, Minneapolis, MN
Riskalyze Fearless Investing Summit:
October 4-6, Lake Tahoe, CA
SAI Assistant University:
October 5-6, Omaha, NE
Peak Excell Fall:
October 11-13, Omaha, NE
SA Stone Regional:
October 17, Birmingham, AL
Sigma Financial/Parkland Securities:
October 17-18, Detroit, MI
Lincoln Investment Wealth Management Forum:
October 18-20, Philadelphia, PA
Cadaret Grant Advisor Forum:
October 19-20, Syracuse, NY
Advisor Group Connected Conference:
October 19-22, Orlando, FL
BAM Alliance National Conference:
October 22-24, St. Louis, MO
J.W. Cole Symposium:
October 23-25, Tampa, FL
American Portfolios National Conference:
October 25-27, Uncasville, CT
T3 Enterprise Conference:
October 30-November 1, Las Vegas, NV
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