Tag Archives: Redtail

FPPad Bits and Bytes for August 26

Posted on August 26, 2011 by in Bits & Bytes

Again, I found myself fully engaged in content creation and research this week. I completed my Morningstar Advisor column for September and added new content to my Transformative Technology slide deck for a presentation in September. Next week I’ll be attending the Gemini + Orion Advisor Forum in Denver, CO, immediately followed by a week of vacation to escape this brutal heat in Dallas.

Here are this week’s stories of interest:

There are multiple stories on Schwab Advisor Service’s Intelligent Integration initiative to kick off this week.

My take: Schwab’s Intelligent Integration is finally producing results. But will Schwab’s approach on limiting its integrations prove to be a prudent move or a platform-limiting one? Think about Apple’s success with app developers: Would the iPhone and iPad be so successful today if Apple were the only developer of applications for the devices?

ByAllAccounts and Redtail Technology Offer Centralized Access to Clients’ Comprehensive Account Data from GlobeNewswire.com

ByAllAccounts, Inc., the financial advisor’s choice for account aggregation, and Redtail Technology, a leading provider of Client Relationship Management software, today announced a partnership that provides financial advisors easy access to a more comprehensive client snapshot.

Special Report: The technology products advisers use most from InvestmentNews.com

My take: There are a few articles here about adviser use of technology plus two updates of survey results listing the most popular technologies overall and by category. I’ll likely compare the InvestmentNews survey results with those of the 2010 Financial Planning Magazine Technology Survey.

A Look Inside LPL Financial’s Social Media Strategy from Financial-Planning.com

[If you’re the nation’s largest independent broker-dealer by assets, just how do you implement social media across thousands of reps?] At focus11, LPL Financial’s national conference held earlier this month, it was clear that social media was clearly more than just a casual “focus” for the 5,000-plus attendees.

T3 2011 Conference Live Blog: Redtail Leapfrog CRM

Posted on February 17, 2011 by in General

Next up in the T3 pre-conference sessions featured Redtail Technologies CRM with Tim Minert, Director of Sales and Chris Roberts.

Roberts demonstrated Redtail’s refreshed Leapfrog CRM (Bill’s note: I’m sentimental to the “Leapfrog” name, having spent 8 years in software engineering for the educational toy company) to the standing room only crowd and commented that “most” of what was shown will be included in a release scheduled around March 1.

Redtail has been moving its database over to SQL 2008, which Roberts says increases the overall speed of Redtail CRM, making it “lightning quick.”

For those advisers who use Redtail’s hosted email, the company is migrating to email hosting from Zimbra, further strengthening the reliability and uptime of the hosted email system (Yahoo! Mail uses Zimbra, according to Roberts).

One nice feature of Leapfrog is the new calendar which looks, feels, and functions much like Google Calendar. The company significantly refreshed the CRM’s layout and navigation menus. One enhancement that drew “oohs” from the audience was the ability to use text and/or email reminders for outstanding tasks. Roberts said this alert feature will come later in the year, as the text option requires hardware purchases by the company.

Leapfrog is Internet browser agnostic, and according to Roberts, Leapfrog runs the fastest on Chrome, then Safari, and the slowest on Internet Explorer.

One final captivating announcement is Redtail’s plans for a “Workflow Exchange.” Advisers who design their workflows can publish them to the exchange and share them with other Redtail users and vice-versa.

That’s it for the Redtail session. Please be sure to check back with us for more updates.

An End-to-End Account Processing Integration To Watch

Posted on August 16, 2010 by in Practice Management

Last week I came across a press release highlighting the integration of four different pieces of software. The integration features the following companies and tools:

  • SIGNiX, an online digital signature provider
  • LaserApp, a electronic form-filling application
  • Redtail Technology, a provider of web-based CRM, document management, and email archiving solutions
  • Arius Software, a provider of account opening and document management solutions

Click here to read the full press release Alliance of Leading Enablers Provide “Best-Of-Breed” Cloud-Based Solution for the Wealth Management and Securities Industry at PRWeb.

Read More…

See my CRM and Productivity Presentation on March 17

Posted on March 11, 2009 by in Practice Management, Software

I’m busy working on the final slides for a presentation I’m delivering to the Mid-Oregon chapter of the FPA on Tuesday, March 17.  Lunch is served at 12:30PM, the first speaker begins at 1:00PM, and my session begins after 2:00PM. I’ve been asked to provide an overview of the CRM software market (not a small task!) and also provide easy productivity tips that can help financial advisers get the most out of each workday.

If you’re in the local vicinity, I encourage you to sign up for what I hope will be a very informative presentation.

Click here to visit the FPA of Mid-Oregon meeting page.  Cost is just $55 for FPA members, $65 for all others.

Pre-registration (at least 24 hours in advance) is strongly advised for all chapter meetings. To pre-register contact the Chapter Executive Director, Linda Barba at (541) 284-9855. Please leave your name, membership status, sessions attending, and number of guests.