AdvisoryWorld provides Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow & Document Management and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies. The company delivers its financial tools through software, remotely as web services and customized as professional services. The portfolio analysis software and investment analysis software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.
Please join us for a Partner Spotlight webinar on Redtail's integration with AdvisoryWorld on May 31.
Friday, May 31, 2013 11:00 AM - 12:00 PM PST: Partner Spotlight: Advisory World
- Registration Web Link: https://www1.gotomeeting.com/register/986022569
- Webinar ID: 986-022-569
Advisors Software, Inc. (ASI) is a leading provider of wealth management technology. The company pioneered enterprise rebalancing and a unique balance sheet approach to financial planning available through goalgamiPro, a quick planning solution. ASI’s solutions have been used by over 87,000 advisors. For more information, visit www.advisorsoftware.com.
Please join us for a webinar taking a look at this new integration with Redtail on May 29.
Wednesday, May 29, 2013 1:00 PM - 2:00 PM PST: Partner Spotlight: ASI: goalgamiPro
- Registration Web Link: https://www1.gotomeeting.com/register/977577888
- Webinar ID: 977-577-888
If you'd like to learn more about using Retriever for the Desktop to sync your contacts, activities and tasks between Redtail and Microsoft Outlook, please join us for this webinar tomorrow.
- Registration Web Link: https://www1.gotomeeting.com/register/508994688
- Webinar ID: 508-994-688
If you would like to learn more about Redtail's Email Archiving and Retention service, please join us for a webinar going over how Redtail Email works on May 16:
- Registration Web Link: https://www1.gotomeeting.com/register/449604585
- Webinar ID: 449-604-585
Looking for a way to partition your clients so that your database users only have access to those clients you'd like them to have access to? Redtail CRM offers permissioning functionality, which will allow you to do just that. Join us for tomorrow's webinar to learn more:
- Registration Web Link: https://www1.gotomeeting.com/register/164233088
- Webinar ID: 164-233-088
Last week we received a tremendous amount of feedback from users, looking for a greater understanding of building and using Workflows in Redtail CRM. If you've been wondering how you can put Workflows to work in your office, this is definitely a webinar you don't want to miss.
- Registration Web Link: https://www1.gotomeeting.com/register/473151976
- Webinar ID: 473-151-976
Please join us as we dive into the different resources available to Redtail users. We'll cover a lot of ground here, in hopes of making you aware of all your options for providing feedback and seeking assistance.
- Registration Web Link: https://www1.gotomeeting.com/register/198593008
- Webinar ID: 198-593-008
If you subscribe to Redtail via Scottrade's business-building package of Redtail CRM and MoneyGuidePro™ (which also includes Redtail Imaging and Mobile), two integration points are available. One is Single Sign-On from your Scottrade Advisor Portal to Redtail CRM. The second is an account data feed from Scottrade to your CRM. You can see setup instructions here.
Learn how to create Checklists inside of Redtail CRM and how they can be applied to create efficiencies when working with your contacts.
- Registration Web Link: https://www1.gotomeeting.com/register/277185537
- Webinar ID: 277-185-537
Redtail's new integration with WealthTrace, which allows our mutual users to import investment data from Redtail CRM into WealthTrace's retirement planning software, is now available. You can learn how to begin using this integration here.
Learning how to best use these two different methods of tagging and categorizing your contacts can quickly put you on the road towards very specific segmentation of your database, which in turn allows for both broad-based and niche marketing campaigns.
Please join us for a webinar tomorrow where you can better learn best practices for applying Keywords and User Defined Fields (UDFs).
- Registration Web Link: https://www1.gotomeeting.com/register/860207073
- Webinar ID: 860-207-073
If you haven't already discovered the power of an automated client questionnaire, don't miss this opportunity to learn more about the PreciseFP — Redtail integration. We will show you how to WOW! your clients with leading-edge client-facing technology while allowing your firm to get out of the data-entry business forever.
- Registration Web Link: https://www2.gotomeeting.com/register/685865594
- Webinar ID: 685-865-594
Redtail now offers integration with VOICE2insight and V2i is offering a 15-day free trial to allow you to evaluate their service.
One of the easiest and most effective ways to improve your clients' trust in your office is to provide consistent, informed service. Everyone in your office that might come into contact with your clients should be able to quickly see what your most recent points of contact with a client have been. Maintaining Client Notes on every interaction can help your office with this internal transparency and, consequently, with building those trust levels. Additionally, for compliance purposes, you can't overestimate the importance of keeping accurate and detailed Notes.
Join us for a webinar tomorrow to gain a greater understanding of managing client notes within Redtail CRM:
- Registration Web Link: https://www1.gotomeeting.com/register/739600424
- Webinar ID: 739-600-424
We were thrilled to receive the Technology of the Year award at TechLeaders' 2013 Conference. You can see their Press Release announcing this, along with other winners, here.
You can use the link below to register now:
- Registration Web Link: https://www1.gotomeeting.com/register/403838201
- Webinar ID: 403-838-201
Demandforce, an Intuit Company, is a leading client communication solution that helps financial advisors connect with clients in today’s Internet economy using email communications, text messaging and online services. Demandforce combines an award winning communication platform with online and networking tools into one powerful web-based application that seamlessly integrates with your existing Redtail Technology system to help build a strong online presence and leverage current clients to generate referrals. This proven system will help your firm:Read More
Join us tomorrow for a look at the various reporting functionalities within Redtail CRM.
- Registration Web Link: https://www1.gotomeeting.com/register/913152689
- Webinar ID: 913-152-689
IPS AdvisorPro is now offering a 20% discount off the first year's subscription fee to new subscribers from Redtail CRM, i.e., you would pay $396 instead of $495 for the first year of service.Read More
Andrew Gluck, CEO of Advisor Products Inc., has a preview of what this integration means for Redtail subscribers here.
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.