Redtail Technology

?? Happy #Thanksgiving from everyone at Redtail! As always, the thing we're most grateful for is you. As a friendly reminder, we're closed today, Thursday, November 28th, for the holiday, and will resume regular business hours tomorrow, Friday, November 29th. ?? We wish you and your families a safe and happy holiday!

What’s the biggest challenge with your tech stack? ?? Join us for our tomorrow's webinar, Simplify Your Tech Stack with Betterment Advisor Solutions, and learn how Redtail’s seamless integration can eliminate redundancies and cut costs: https://bit.ly/3Otyjhy ?? Date: Tuesday, November 26, 2024 ? Time: 12:00 PM CST While you wait, let us know your thoughts! ??

Treat yourself this weekend ?? ?? ?? Olee from Ohana Wealth Advisory #bestpawforward

?? Ready to make the most of Redtail’s integration power? Discover how to seamlessly connect your #RedtailCRM to create your ideal tech stack in our upcoming webinar, Redtail Essentials: Integrations! ?? Date: Nov 14, 2024 ?? Time: 1:00 PM CT Don’t miss this opportunity to learn about tools that boost productivity and streamline client management. Register today to unlock your CRM's full potential. ?? Register now: https://bit.ly/3Z4blUF

? Just under a week until #AdviceTechLIVE! Join us virtually November 12-13 for insights from 35+ top fintech experts—at no cost! Plus, don’t miss Rick Williamson's tech demo on Technology and Advice Delivery ?? 11/12 at 4pm ET. Secure your spot and on-demand access today! https://bit.ly/3ApyV4z

Say ?? to the October winners of our?#BestPawForward?Photo Challenge... ???? Congratulations to Eleanor, Kodi, and Syd! (And their paw parents, too.) ?? Don't forget to submit your best pal via social media for a chance to see them splashed across our login screen next month! Here's how ???https://bit.ly/3J59LZV P.S. Don't worry, your best bud may still be seen on social media. We're posting new ?? of your furry friends every Friday!

?? Are you leveraging tech to streamline your operations? Discover how integrating #RedtailCRM with Microsoft Power Platform can supercharge your efficiency and free up more time for client connections. ?? Join us for tomorrow's webinar with RooksDM to explore strategies for automating workflows, minimizing manual tasks, and boosting productivity: https://bit.ly/4fbZIR8 Your turn ??

Enjoy that extra hour of sleep this weekend ???? ?? Harvey from Finity Group, LLC #bestpawforward

Exciting news! We’re proud to sponsor this year’s #AdviceTechLIVE, a two-day virtual event bringing together 35+ top fintech minds and industry leaders on November 12–13! ??? Free to join ?? On-demand access for registrants ?? Insightful sessions on tech trends and innovations Plus, don’t miss Rick Williamson's tech demo on November 12 at 4 p.m. ET! Register now and save your spot! https://bit.ly/3ApyV4z

?? Could your clients' cash be working harder for them? Join tomorrow's webinar with MaxMyInterest to discover how their platform can help advisors maximize client cash yields, with rates currently up to 5.37% while keeping funds fully FDIC-insured: https://lnkd.in/gmqD4GH3