July 2017
Come join us at the Fearless Investing Summit on the shores of beautiful Lake Tahoe October 4-6, where Redtail will be presenting one of the keynotes at the conference!

Use the code "Redtail" at www.FI2017.com before July 31 to take $600 off your ticket price. Head there now - we want to get our Redtail users registered for the Fearless Investing Summit before it's full!
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:


And remember, you can always keep track of updates via our Release Notes, available here
What's new in Integration?

The Schwab OpenView Gateway┬« integration is now open to all Schwab Advisor Center users. You can learn more about the integration's setup and functionality 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, July 6: DoL Ruling and Redtail to the Rescue     Registration 
Thursday, July 13: Best Practice: Your Front-End Work  Registration  
Thursday, July 20: Best Practice: Day-to-Day Habits   Registration
Tuesday, July 25: Tapping into the Multi-Generational Goldmine with LifeSite & Redtail - feat. Paul Karasik   Registration
Thursday, July 27: Accounts -- It's Where the Money Is!    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!



Newark, NJ
Tuesday, August 8, 2017
8:30am - 5:00pm Eastern
Hilton Newark Penn Station


Salt Lake City, UT
Tuesday, August 29, 2017
8:30am - 5:00pm Mountain
Marriott Salt Lake City Downtown City Creek
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:

Money Concepts Financial Planning Congress:  July 9-12, Charleston, NC
Cetera Advisors Networks Connect:  July 13-16, National Harbor, MD
First Allied/Girard/Cetera Conference:  July 18-21, National Harbor, MD
Berthel Fishers National Conference:  July 19-22, Cedar Rapids, IA
Investacorp Assistant University:  July 23-25,  Hollywood, FL
T3 Annual Summit:  July 25-26, Chicago, IL
Cadaret Grant Support Team Forum:  July 25-26, Syracuse, NY
SSN National Conference:  July 29-31, Austin, TX
LPL Focus:  July 30-August 2, Boston, MA
Capital Financial Services:  August 7-9, Minneapolis, MN
FOLLOW US WHERE YOU WANT:
Redtail Technology  800.206.5030  redtailtechnology.com