December 2014

eMoney Resources:






eMoney Advisor and Redtail are long-time integration partners and will soon offer the ability to sync contact information bidirectionally between Redtail CRM and the eMoney platform. With the eMoney Spotlight on the Redtail contact overview, you can already easily view documents stored in your eMoney Vault and benefit from quick access to the important client information you need, when you need it. Details on the current integration with Redtail are here and more information will soon be available on the expanded integration.

MyIceberg Resources:



 Press  Release



More information on MyIceberg is here.  MyIceberg is a private platform to efficiently manage and engage with your personal and professional network. This unique platform provides opportunities for the user to strengthen relationships through genuine interaction and manage those relationships more efficiently, tapping into what is 'below the waterline' in their Iceberg. Details on the integration with Redtail are here.
Redtail Overview Demos - every Tuesday at 11:00am Pacific  
30 Minute Quick Starts
- every Wednesday at 11:00am Pacific 


Topical Webinars:


Reporting in Redtail CRM

Enhance Your Client Service with Morningstar and Redtail

Registration Web Link

MyIceberg & Redtail: Getting Your House in Order

Advisor Websites & Redtail: Generating leads online

All Things Mail Merge!

MyIceberg & Redtail: Getting Your House in Order

User & Team Permissions


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!

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:


Dec. 8-11
Las Vegas,

Assisting advisors to work where they want since 2003


Redtail Technology
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