What's new(s)letter
  What's new in the CRM?
new features May 2013


Upload / Link Files to Accounts from Account Details Page  Previously linking had to be performed after upload to CRM Document Storage. 

Added BCC option to Internal Mail Client 

Balance by Group now on Account Reports 

Notes Report now uses the CRM Time Zone preference to adjust the displayed Note time stamp  This applies to Notes Reports from an individual contact record and your Standard Notes Report.
Added Save & New / Save & Clone options when adding Client Transactions  Added as a timesaving convenience when you have multiple transactions to add for a client. 
Added filter options to the Account Renewal Reminders Report  You can now filter by next 30,
60 or 90 days or view all Account Renewal Reminders.
  What's new in Integration?

Pershing NetX360 Resources:

Contact Information

Thought Leadership

NetX360 Demo

Upcoming Events

The Redtail - NetX360 integration has been enhanced and now allows for pulling client data from Redtail CRM into the Client Onboarding process within NetX360. This should prove a great timesaver through the elimination of redundant data entry, while also allowing advisors to avoid costly data-entry mistakes. More information on Pershing NetX360 is here.

Scottrade Advisor Services Resources:

Contact Information

Advisor Advantages

Bundled Redtail CRM Package

Advisor Newsletter

For advisors who purchase Redtail CRM through Scottrade's new bundled package (which also

includes Redtail Imaging and Mobile, as well as MoneyGuidePro), Single Sign-On and an account data feed from your Scottrade Advisor Portal are now available. More information on Scottrade Advisor Services is here.

VOICE2insight Resources:

Contact Information


Free Trial


Voice2insight's integration with Redtail's CRM platform combines proven sales and marketing best practices with award-winning Mobile Dictation technology. Voice2insight addresses the primary aspects of the Sales Enablement challenge - maximizing productivity while capturing and recording client, competitive and market insights. More information on Voice2insight is here.

WealthTrace Resources:

Contact Information


How It Works


The integration between Redtail CRM and WealthTrace allows users to import client investment data from Redtail to WealthTrace's retirement planning software. WealthTrace provides web-based financial planning software designed to slash the amount of time advisors spend entering retirement plans. More information on WealthTrace is here.

  Register Now for these Upcoming
  Redtail University Events!
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.

Redtail University

Washington, D.C.

Tuesday, May 7, 2013
8:00 AM - 5:00 PM (EST)


Redtail University

Dallas, TX

Tuesday, June 18, 2013
8:00 AM - 5:00 PM (CST)


Redtail University

Los Angeles, CA

Tuesday, July 16,  2013
8:00 AM - 5:00 PM (PST)


Redtail Technology

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since 2003!

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