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Redtail Technology > News > Reg BI

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Release Note Focus: Favorite Reports? Check! And that’s just the beginning of this week’s updates!

Category: New Features, Release Notes

Redtail CRM has added the ability to mark reports as favorites, plus local time zones for contacts, new custom export fields, and more!

Redtail CRM updates banner

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Release Note Focus: Two new bulk actions available!

Category: New Features, Release Notes

Redtail CRM has added the ability to make bulk changes to Form CRS Dates. Also, users can now remove role assignments in bulk.

Industry Updates header

Fintechs zero in on Reg BI as deadline looms

Category: FinTech Industry

Redtail's Director of Sales David Mehlhorn shares information about what Redtail has put in place to assist advisors with Reg BI compliance.

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Redtail CRM Updates and Tools to Assist with Reg BI and Form CRS Compliance

Category: FinTech Industry

Redtail CRM now includes two new fields at the individual account level to help you track Form CRS delivery and signature dates, as well as additional tools to assist with Reg ...