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
, a compliance-approved, real-time communication platform for financial advisors, you can see that announcement
And remember, you can always keep track of updates via our Release Notes,
hat's new in Integration?
'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
Bob Veres' Inside Information / Advisor Perspectives / T3 advisor survey 2018
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
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.
Redtail Overview Demos:
every Tuesday at 11:00am Pacific
30 Minute Quick Starts:
every Wednesday at 11:00am Pacific
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 Registration
Thursday, December 14: Part 2 - Day-of Stage,
the in-the-moment tools and resources Registration
Thursday, December 21: Part 3 - Follow-Up Stage,
the most important part to event hosting! Registration
Thursday, December 28: Part 4 - Future Stage,
the roadmap for all other events Registration
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
. 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:
in Chicago, IL
October 9: Portland, OR
October 23: Charlotte, NC
November 6 and 7:
RTU Masters in
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
January 29-31, Dallas, TX
TD National LINC:
January 31-February 2, Orlando, FL