December 2017
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:

Also, if you missed our announcement about Redtail Speak, a compliance-approved, real-time communication platform for financial advisors, you can see that announcement here.

And remember, you can always keep track of updates via our Release Notes, available here

W hat's new in Integration?

RetireUp's comprehensive planning platforms use engaging charts and graphs to transform complex 
financial concepts into easy to understand, "big-picture" visuals that enable clients to become active participants in their own financial futures. You can learn more about the setup and functionality of their integration with Redtail  here.

Bob Veres' Inside Information / Advisor Perspectives / T3 advisor survey 2018

Bob Veres,  Advisor Perspectives and T3 invite you to complete an important new survey of the professional software you use and your revenue and fee models. Bob will reveal the findings in his
Inside Information newsletter and on  Advisor Perspectives The survey should take around 10 minutes to complete. 

As always, we look forward to seeing the final results, as the survey's findings aid us with determining areas where we can improve our offerings and alert us to potential new integration partners. In short, the more participation from the advisor community, the better the job we can do for you as a provider of core technologies.

Upcoming Webinars

Redtail Overview Demos:  every Tuesday at 11:00am Pacific
30 Minute Quick Starts:  every Wednesday at 11:00am Pacific

Topical Webinars: 
This month's topical webinars are each part of a Continuing Education series titled "World-Class Experience Explained: Seminars Series."

Thursday, December 7: Part 1 - Preparation Stage,
the front-end work to success
Thursday, December 14: Part 2 - Day-of Stage,
the in-the-moment tools and resources
Thursday, December 21: Part 3 - Follow-Up Stage,
the most important part to event hosting!
Thursday, December 28: Part 4 - Future Stage,
the roadmap for all other events

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!

More Information on RTU 2018 now available!

Last month we provided the dates and locations for Redtail University in 2018. We now also have more information available about the 2018 RTU season's agenda, which you can access  here. And, again, here's where you can join us next year (registration for each session will open up approximately 3-4 months prior to its date):

February 27: San Diego, CA
March 27 and 28: RTUXL in Dallas, TX  
May 22: Philadelphia, PA
June 26: Kansas City, MO 
July 17: Boston, MA 
August 21: Denver, CO 
Sept 25 and 26: RTUXL  in Chicago, IL 
October 9: Portland, OR
October 23: Charlotte, NC 
November 6 and 7: RTU Masters in  Sacramento, CA 

Also, you can check out and subscribe to our  Redtail University YouTube channel here.


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:

Market Counsel Summit:  December 4-7, Miami, FL
FSI OneVoice:  January 29-31, Dallas, TX
TD National LINC:  January 31-February 2, Orlando, FL

Redtail Technology  800.206.5030