November 2016
What's new in the CRM?

New DOL Reports added. We've added a DOL No Contact Report, a DOL Summary Report and a DOL Documents by Account Report to assist you with meeting the upcoming requirements of the DOL fiduciary rule. Learn more here.

New DOL fields added. We've also added an Account BICE Dates area on your Account Details pages. More information on this area is available within this post on manually adding accounts.
  
And remember, you can always keep track of updates via our Release Notes, available here
What's new in Integration?

CircleBlack is a financial technology and wealth innovation company that offers you the tools you need to demonstrate your immense value, build trust and drive you closer to your clients.  The new integration with Tailwag allows you to sync households between CircleBlack and Redtail. Details are here.

The Tailwag - Orion integration authorization process and Orion Report options have changed. Custom Reports are now available via the integration as well. Learn more here.

PrairieSmart's product, SmartRisk Pro, was designed specifically for RIAs and offers one-page reports that allow you to quickly and openly estimate your clients' risk. The new integration with Redtail lets you select clients from your Redtail database to import into your SmartRisk Pro account. Details are here.

ReadyDoc offers cloud-based document management for your business. The new integration with Redtail means documents can be captured into ReadyDoc from within the familiar confines of Redtail CRM, and key client meta data can automatically be associated with documents in ReadyDoc. More information available here.

Updates to the integration with  Securities America include: the ability to create a contact record in Redtail from Advantage Workstation (either via a send option or when using the Set Up Account feature) and the ability to use Redtail records to populate fields in Add Account (New Business Solutions). Learn more here.

Together with Redtail, SEI has created a comprehensive program in regard to the new DOL Fiduciary Rule that includes strategic and tactical workflows to help you plan, execute and comply in most situations. Learn how to get started with the integration here. You can also view our recorded joint webinar that will provide you with a lot more detail on this program here.

Smart RIA is a cloud-based, secure software platform designed for RIA firms to make their back office operations and compliance management easier, less expensive, and more efficient. The new integration with Redtail allows you to pull your contact data from Redtail into Smart RIA. Details are here.
Upcoming Webinars

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

Topical Webinars: 
Thursday, November 10: Permission THIS - Permissions and Privacy Options in Redtail   Registration  
Wednesday, November 16:  Best Practice Spotlight: Accelerate Your Growth in 2017 with Redtail and Advisor Websites  Registration
Thursday, November 17:  The Customer Experience - Using Redtail to Make an Impression  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!
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!

Sacramento, CA
Tuesday, November 15, 2016
8:30am - 5:00pm (Pacific Time)
Holiday Inn-Capitol Plaza
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 month:

Sigma Financial Conference:  November 7-8, Scottsdale, AZ
JW Cole Advisor Symposium:  November 7-9, New Orleans, LA
Tech Retreat Western Roundtable:  November 9-11, Laguna Niguel, CA
Cetera/Investors Capital Conference:  November 10-12, Orlando, FL
IO Tech Conference:  November 14-15, Dallas, TX
1st Global Conference:  November 15-17, Indianapolis, IN
Money Concepts Annual Planning Conference:  November 28 - December 1, Hollywood, FL
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Redtail Technology  800.206.5030  redtailtechnology.com