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Redtail CRM, Imaging, Email and Mobile

Redtail now offers integration with Blueleaf

Blueleaf provides comprehensive data, including custodial, held-away and offline/manual assets via direct custodian integrations and included account aggregation. All this client data is delivered through a single connection to Blueleaf’s industry leading data API, dramatically simplifying your data management. You can see this post for details on setting up the Blueleaf integration with Redtail.

"All Things Mail Merge" webinar tomorrow

Learn how to build custom letters, labels and/or envelopes that can pull contact information directly from Redtail CRM, thus creating a customized experience for your contacts and clients. Thursday, February 14, 2013 11:00 AM – 12:00 PM PST: All Things Mail Merge! Registration Web Link: Webinar ID: 396-320-225

Upcoming webinar on enhancements to the PreciseFP / Redtail CRM integration

On Wednesday, February 13, from 9 am – 10 am PST, please join PreciseFP for a webinar focusing on the integration between PreciseFP and Redtail CRM.  There have been a lot of enhancements to this integration recently and these will be highlighted in the webinar.  Enhancements include: Bi-directional data exchange. Now advisors can refresh their [...]

Join us for “Making Life Easier with Redtail and Veo Open Access”

With Redtail and TD Ameritrade Institutional’s Veo® integration, everything is centrally located, streamlining the financial professional’s office for greater efficiencies. Integration features that can help you work smarter include: Access Veo® alerts and TD Ameritrade Institutional communications in your Redtail CRM Account feeds from Veo® allowing quick and easy access within Redtail CRM Single Sign-On [...]

Add your contact's Social Media profile addresses to your CRM

Managing your clients’ social profile addresses just got a whole lot easier.  Now, you can track these from within your Contact Records in Redtail CRM, giving you one-click access to client profiles on most of the widely used social platforms. Learn how to add these to your database here.

"Product Spotlight — Money Organizer Pro" webinar on January 17

Join us for a Webinar on January 17 With the new economy and the new year come new challenges and new opportunities. Here’s an opportunity to increase Productivity, Marketability and Profitability. Collecting client data is being made easier thanks to another new feature from our partner, Money Organizer Pro. This new feature is already known [...]