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Advisor Software Resources:
Contact Demos and Webcasts Get Started About ASI |
More information on goalgamiPro is here. This new integration provides you with a Single Sign-On option from Redtail to goalgamiPro, as well as allowing you to import client and account data from Redtail CRM into goalgamiPro.
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Investacorp Resources:
Contact About Investacorp Corporate Technology Advisory Platforms |
More information on Investacorp is here. This new integration with Investalink provides you with a Single Sign-On option from Investalink to Redtail CRM, as well as allowing you to import contact data from Redtail CRM into Investalink.
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Laser App Resources:
Sales Support List of Available Forms Free Trial |
More information on Laser App Anywhere is here. Our integration with Laser App is not new, but they released a cloud-based version of their product, Laser App Anywhere, and you can now use this version with Redtail CRM in order to send contacts to their form-filling software from your tablets or smartphones.
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QUIK! Resources:
Contact Information Support Learning Center Products |
More information on QUIK! is here. This is not a new integration, but we have made some updates to improve the flow of data from Redtail CRM to QUIK!
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Redtail U is back for 2013, new and improved to meet the challenges of the busy advisory office. We are returning to the two-track format (Office Staff and Advisor) in order to maximize the time you spend with us. Instruction this year will focus on how advisors and their staff can use Redtail in their day-to-day work life, with a significant portion of the day also set aside for Case Studies, Round Table Discussions and Tips and Tricks of the CRM.
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Redtail University
Dallas, TX
Tuesday, June 18, 2013
8:00 AM - 5:00 PM (CST)
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Redtail University
Los Angeles, CA
Tuesday, July 16, 2013
8:00 AM - 5:00 PM (PST)
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Redtail University
Chicago, IL
Tuesday, August 13, 2013
8:00 AM - 5:00 PM (CST)
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