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Community Support in the Time of COVID-19

Category: Culture

Redtail CEO Brian McLaughlin breaks down some of the ways we've gone about supporting our communities during COVID-19 in a new piece at ThinkAd...

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Practical Projects for Pandemic Downtime: Database Cleanup and Maintenance

Category: Best Practices

If we can help you bolster any area of your business through any of these suggestions, that will be pandemic downtime well spent.

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integration updates

New Integration with Pulse360!

Category: Integrations

Pulse360's integration with Redtail allows users to bi-directionally sync contact and Phone or Appointment activity data between the two platfo...

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integration updates

New Integration with Avantax Wealth Management!

Category: Integrations

Avantax's integration with Redtail CRM provides users with SSO (Single Sign-on) and Send To capabilities from Redtail to Avantax.

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integration updates

Updated Integration with TD Ameritrade Institutional’s Veo One!

Category: Integrations

You can now access Veo One's New Account Wizard as well as TDA Announcements from within Redtail CRM, eliminating data entry and saving you time.

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Release Note Focus: Database Lists, Alerts, Search, and a Help Center page

Category: Release Notes

Redtail CRM updates include database list updates, alert sound updates, contact search updates and a new Help Center page.

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CRM as a Component of Crisis Management

Your CRM as a Component of Crisis Management

Category: Best Practices

Crises present an opportunity for you to reveal your character through how you respond. Redtail CRM can be a valuable component of your crisis ...

InvestmentNews and Redtail are teaming up to share Good News from the advisor community

Category: Culture

Redtail's Director of Sales David Mehlhorn talks about the importance of sharing good advisor news in a new campaign with InvestmentNews.

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Our CEO joined the TacoTech podcast for Cinco de Mayo

Category: Culture

Redtail CEO Brian McLaughlin joined Torie Happe and Johnny Sandquist on their TacoTech podcast yesterday to talk about how Redtail is maintaini...

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Best Practices header

Ready to Adopt Texting? Keep These Dos and Don’ts In Mind

Category: Best Practices

With advisors beginning to text their clients more, it's a good idea to brush up on some texting dos and don'ts in regard to compliance, etique...

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