December 2013

Do your Best Practices include tech training? 
Training is essential if you want to maximize the efficiencies of the technologies your office uses. We've assembled a piece on the training opportunities available from Redtail as well as a tip on managing tech training. Read it here

Riskalyze Resources:

Request Guided Tour

About Riskalyze


Contact Info  



Riskalyze helps advisors pinpoint their clients' and prospects' tolerance for risk and lets them use that unique and personal Risk Fingerprint to find investments that fit them. Redtail users can now launch Riskalyze from a contact record to give Riskalyze a try. More information on Riskalyze is  here.

AdvisoryWorld Resources:

Products and Services



Integrated Tech Partners


This is an update to our existing integration with AdvisoryWorld. Now, paying AdvisoryWorld customers have access to several additional reports as well as the capability to Launch AdvisoryWorld's SCANalytics from within Redtail. More information on AdvisoryWorld is here.

Redtail Overview Demos - every Tuesday at 11:00 AM Pacific  
30 Minute Quick Starts
- every Wednesday at 11:00 AM Pacific 
December Topical Webinars - Thursdays at 11 AM Pacific:                     
  Working with Accounts 
  Webinar ID: 703-093-120
  Redtail Imaging Has A New Look!  
  Webinar ID: 909-490-633
  Working with Reminders  
  Webinar ID: 148-749-201
  Redtail Imaging Has A New Look!  
  Webinar ID: 911-136-120
  Managing Your Account   
  Webinar ID: 915-280-408
  Redtail Imaging Has A New Look!  
  Webinar ID: 912-947-233
  Redtail CRM Database Maintenance 
  Webinar ID: 185-109-985
  Redtail Imaging Has A New Look!
  Webinar ID: 915-033-401
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:


Investors Capital
Investors Capital
December 12-13
Boston, MA

Assisting advisors to work where they want since 2003

Redtail Technology
Follow us where you want:

Facebook    Twitter    LinkedIn    blog   Find us on Google+