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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 Bulletin 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?
Tolerisk measures the client's willingness and their ability to take investment risk, by incorporating their cash-flows. All factors are combined into a simple, measurable, and actionable risk directive. You can learn more about the setup and functionality of their integration with Redtail
here.
Yourefolio bridges the gap of understanding between all parties involved in the estate planning process. From your clients to their beneficiaries and all the professionals involved, the Yourefolio platform brings the understanding of estate and legacy planning all together. You can learn more about the integration's setup and functionality
here.
Our integration with
Zapier has moved out of beta! Additionally, activities can now automatically be linked to a contact via zaps, based upon email addresses. Read more about the integration
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, October 12: TBA
Thursday, October 12: PreciseFP + Redtail: Automation Just Got Better! Registration
Thursday, October 19: Where did I put that Document? Registration
Tuesday, October 24: Multi-Gen Series Pt 3: Brand Your Practice in a Fiduciary World
Registration
Thursday, October 26: Stay in the Loop with Redtail
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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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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Note: these are the last two Redtail University events of the 2017 season, but our 2018 schedule will be coming out soon!
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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:
Ameritas Connection 17:
October 2-4, Cincinnati, 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
GWN Annual Conference:
October 19-21, Manalapan, FL
Advisor Group Connected Conference:
October 19-22, Orlando, FL
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
Summit Conference:
November 2-4, Boca Raton, FL
IFG Practice Management Forum:
November 7-10, Rancho Mirage, CA
Cetera PCD Meeting:
November 8-10, Dallas, TX
Tech Retreat Western Roundtable:
November 8-10, Sonoma, CA
H. Beck MasterMind Meeting: November 8-10, Chantilly, VA
1st Global National Conference:
November 12-14, Fort Worth, TX
Money Concepts Annual Planning Conference:
November 12-15, Hollywood, FL
Schwab IMPACT:
November 14-17, Chicago, IL
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