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22 Dec 2020
Make this day great quote
“It’ll bake off!”: looking back with gratitude and forward with hope
Category: Culture
From each of us here at Redtail, Happy Holidays and Happy New Year to you all! We are so grateful for all the relationships that sustain us!
18 Dec 2020
Industry Updates header
Strengthening Client Relations & Increasing Engagement For A More Successful Practice
Category: FinTech Industry
Redtail CEO Brian McLaughlin recently joined a CEO panel webinar to discuss strengthening your client relationships during the transition to virtual offices.
04 Dec 2020
integration updates
New integration with FinFolio!
Category: Integrations
This integration bi-directionally syncs clients, notes, tasks, investment accounts and positions with values, based upon your preferences.
02 Dec 2020
Redtail newsletter
Read Redtail’s December 2020 newsletter here
Category: Monthly Newsletter
Check out Redtail's latest newsletter for our survey results, holiday resources, upcoming webinars, and helpful practice management tips.
30 Nov 2020
Best Practices header
3 tips for customizing client communication
Category: Best Practices
David Mehlhorn, Director of Sales at Redtail, shares his thoughts on how advisors might best meet the challenge of customizing communications for clients.
24 Nov 2020
Redtail CRM Mobile App
Release Note Focus: private activities can now be created from Redtail Mobile!
Category: New Features, Release Notes
You can now create/set privacy options for activities from the app. Also, style options for Note, Workflow, Opportunity, and Activity description text now available.
23 Nov 2020
Best Practices header
Eat the big frog first: “recipes” for delighting your clients!
Category: Best Practices
Opportunities to delight clients abound, but you won't get to them if you put off the items you should have taken care of to begin your day.
17 Nov 2020
Feature Image - Christmas Theme
Redtail CRM Holiday Resources
Category: Resources
If you have any questions about Redtail tools you can use to assist with holiday outreach, check out this resource designed to assist you.
17 Nov 2020
Working remotely 2020 survey
Redtail Technology’s Working Remotely 2020 Survey
Category: Survey
In July of 2020, Redtail Technology conducted the “Working Remotely” survey to learn more about how financial advisors and their staff adapted to remote work environments
06 Nov 2020
Integrations webinar blog header
Best Practice Partner Webinar with SmartRIA on November 10!
Category: Integrations
Simplifying Compliance with SmartRIA & Redtail. Register now for this Best Practice Partner Webinar on November 10.