January 2017
What's new in Integration?

Advisys is a financial planning solution geared toward helping you capture, cross-sell, educate and serve the middle class and mass affluent customer. The new integration with Tailwag offers Single Sign-On from Redtail CRM to Advisys when within a contact record in Redtail. Details available 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, January 5: Taking a Break: Handling Vacations in Your CRM   Registration  
Thursday, January 12: You're Either In or You're Out: Helping Staff Buy-In to Your CRM   Registration  
Thursday, January 19:  Busy, Busy Bees: Keeping Your Tax & Advisory Business Together yet Separate  Registration
Wednesday, January 25:  Systematizing Your Client Touches for the Coming Year   Registration
Thursday, January 26:  Keep Your Resolutions on Track: Best Practice Tasks to Implement  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!

Anaheim, CA
Tuesday, February 14, 2017
8:30am - 5:00pm (Pacific Time)
Anaheim Marriott Suites

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:

FSI OneVoice:  January 23-25, San Francisco, CA
TD Ameritrade National Conference:  February 1-3 , San Diego, CA
Cetera Exemplar:  February 2-3 , Chicago, IL
Voya Advisor Insight:  February 2-4 , San Diego, CA
Redtail Technology  800.206.5030  redtailtechnology.com