Redtail Technology

#RedtailTips Your database is dependent upon the information you put in, so use an Advanced Search to find outdated or missing information. Correcting missing family fields, outdated statuses, or even missing Tax ID numbers, your searches/reports become more accurate and useful!

Join us for a New Partner Spotlight with Levitate! Tomorrow, January 19, at 10am PT/1pm ET, tune in to familiarize yourself with tech solutions and integrations that could benefit your office. Register here: https://bit.ly/2XThfr6

What’s your #NewYearResolution? Check out New Year’s resolutions from well-known industry figures including Redtail’s Chief of Staff, Melanie Figler.

Considering a new CRM? Over the next 10 weeks we will be highlighting 10 reasons why Redtail CRM may be the core client management solution you’ve been looking for. Keep an eye out next Thursday for reason 1

"It is really an absolute joy to be trusted. To be able to walk through their lives together, through the ups and downs, through the joys as much as the difficult times." - Kendra Erkamaa, CEO, Triangle Financial Services. Read Kendra's #AdvisorHero story here: https://bit.ly/3olX1lt