As we are now sending Redtail Release Note Bulletins during the month, we'll include links to each of those here in our Monthly Newsletter for you to visit in case you missed them the first time around.

Release Note Bulletin 3.30.17

Release Note Bulletin 3.15.17

Advizr now offers integration with Redtail, allowing our mutual subscribers to import Tag Groups from Redtail CRM into Advizr's financial planning platform. You can learn more about the integration's setup and functionality here.

Several bugs that had arisen with our integration with eMoney have been resolved. These include 1) error when attempting to SSO from a Contact Record in Redtail to eMoney and 2) eMoney Spotlight should no longer be blank on vault, insurance, and investments for connected accounts. Details of our integration are available here.

Interested in winning some great Redtail swag? How about one or more free months on your Redtail subscription? Or, maybe you'd like to win some of the other "surprise" giveaways we'll be doing this year?

In February we launched our #WhereDoYouRedtail campaign. The rules are simple: 

• Take a photo that shows where you might use Redtail. This could be a photo with your computer, laptop, phone, or tablet, or maybe with one of the famous Redtail Rockets or frisbees. The more creative the better, so use your imagination!
• Post the photo to Twitter, Facebook, or Instagram (or all three!) and add the #WhereDoYouRedtail hashtag.
• You can post your photo anytime, but be sure to watch our email newsletter or our Twitter feed for announcements on special #WhereDoYouRedtail contests around specific themes throughout the year.
• If your photo/post is selected as a winner, we'll contact you for details about prize delivery.

You can check out some of the other #WhereDoYouRedtail action we've seen thus far here.