October 2018

Redtail in the News

Redtail CEO Brian McLaughlin won the Hackathon Award at this year's  Orion FUSE conference. You can read more about the Slackbot he built for Orion, as well as reading about all the other winners at the event, here.


Style - Folsom Eldorado Hills included Redtail Technology in their recent list of 20 "cutting-edge and seriously cool" places to work in the region. That story is available here.

Following on last month's announcement of the new integration with Oranj's wealth management platform, check out this story about how Oranj was able to utilize summer interns to build the integration using Redtail's intuitive API.
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 links below, or see all of our Release Notes here:

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! Check the web site to learn about RTU and see our schedule for 2018.


Portland, OR
Tuesday, October 9, 2018
8:30am - 5:00pm Pacific
Sheraton Portland Airport Hotel

Also, you can check out and subscribe to our Training Team's YouTube channel here.
Upcoming Webinars

Introducing Redtail Speak!:  every Monday at 11:00 am Pacific
Redtail Overview Demos:  every Tuesday at 11:00 am Pacific
30 Minute Quick Starts:  every Wednesday at 11:00 am Pacific
Topical Webinars:
Thursday, October 4: Trick or Treat!  Registration
 
Thursday, October 11: 
Redtail Essentials: Documents Registration
Thursday, October 18: 
Weekend Warriors Registration
Thursday, October 25:  Redtail Essentials: Workflows  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!
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:

LFN Fall Forum:  October 1-5, Dallas, TX
Packerland Conference:  October 3-4, Green Bay, WI
FPA Annual Conference:  October 3-5, Chicago, IL
Securities America Assistant Conference:  October 3-5, Omaha, NE
eMoney Summit:  October 8-10, Orlando, FL
Sigma/Parkland Advisor Summit:  October 15-16, Scottsdale, AZ
Questar National Sales Conference:  October 15-17,
Minneapolis, MN
LFN Staff Forum:  October 15-17, Minneapolis, MN
Riskalyze Fearless Investing Summit:  October 17-19,
San Antonio, TX
Lincoln Investment National Conference:  October 17-19, Philadelphia, PA
Cambridge National Conference:  October 17-19, Indianapolis, IN
Cadaret Grant Advisor Forum:  October 18-19, Albany, NY
Kovack National Conference:  October 22-24, Aventura, FL
T3 Enterprise Conference:  October 22-24, Las Vegas, NV
SEI Regional Select Advisor Event:  October 23-24, Oaks, PA
American Portfolios:  October 24-26, Uncasville, CT
GWN Conference:  October 25-27, Palm Beach, FL
JW Cole Advisor Symposium:  October 28-30, San Diego, CA
Schwab IMPACT: October 28-31, Washington, D.C.
The H. Beck National Symposium:  November 7-9, Chantilly, VA
Tech Retreat Western Roundtable:  November 7-9, Sonoma, CA
1st Global National Conference:  November 11-13, Louisville, KY
Advisor Group ConnectED:  November 11-14, Anaheim, CA
SEI Regional Select Advisor Event:  November 13-14, Newport Beach, CA
Money Concepts Annual Planning Conference: November 25-28, Scottsdale, AZ
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Redtail Technology  800.206.5030  redtailtechnology.com