Redtail Technology

What a good boy 🤩 Tiberius Monte Carlo (that's a strong name right there) from Carolina Retirement Planners. Submit your pup using #bestpawforward

🚀 Get Ready East Coast! Align U is hitting the road and will be in Philadelphia on August 20-21. Registration is now open! If you’re ready to learn how to better use Orion, Redtail, or both, don’t miss the chance to attend Align U. https://lnkd.in/gHfj6-Ps

🚀 Get Ready East Coast! Align U is hitting the road and will be in Philadelphia on August 20-21. Registration is now open! If you’re ready to learn how to better use Orion, Redtail, or both, don’t miss the chance to attend Align U. https://lnkd.in/gHfj6-Ps

Don't miss today's webinar at 12 PM CT with #financialadvisor Katie Noles to learn how she incorporates fpPathfinder's Interactive Checklists into her planning process to save time and reduce her workload while delivering #estateplanning solutions to clients. You’ll learn: ⚡️ fpPathfinder Redtail Integration Demo 💡 How to incorporate Interactive Checklists into your practice 🚀 How estate planning (or other problem-based planning solutions) can help expand client opportunities Snag your seat! https://bit.ly/4fimCqv

Happy Friday from Maple at Midwest Money Management. Submit your dog using #bestpawforward

"Dogs leave paw prints on our hearts” 🐾 ♥️ Pictured: Stanley from Clear Strategy. Submit your dog using #bestpawfoward

🤩 Mark your calendar! Join us and Orion on July 24th at 2 pm ET / 11 am PT for the AI & Automation Summit, featuring Craig Iskowitz and a roster of industry leaders — including our very own Rick Williamson. Don't miss this exclusive summit where we'll showcase cutting-edge AI solutions designed for financial advisors. You'll discover how to streamline operations, enhance client relationships, and drive growth with pioneering technologies. Rick says it best: "We'll show off the newest functionalities and revolutions in AI, give insights on its future, and share advice on using AI to better your business practices. Don't worry, Skynet isn't taking over yet!" 🤖 Don't miss out on this opportunity to elevate your business with AI. Register now: https://bit.ly/3VWZG7a

👋 Say goodbye to juggling between different applications to gain insights into your clients’ world and address key inquiries. Tune into today's webinar at 12 PM CT to learn how you can effortlessly access all the necessary information without leaving your CRM client screen with your Orion integration — including optimizing your decision-making process with robust performance reporting directly from the contact record in Redtail CRM. 🚀 Together, we'll cover: ⚡ Detailed Performance Reporting ⚡ Views Activity Summaries ⚡ Allocation Reports ⚡ Comprehensive Financial Plan Reviews ⚡ Risk Analysis Don't miss it! Save your seat now: https://bit.ly/3LhjSfa

👋 Say hi to June's winners of our #BestPawForward Photo Challenge... 🥁👀 Congratulations to Izzy, Bailey, & Duchess! 🐾 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!

Happy Independence Day! Our offices will be closed starting at 12noon ET and will re-open on Friday morning. 🇺🇸 🗽