In April of 2023, our Building Your Tech Stack webinar series will focus on partners in the Voice Dictation, Advisor Tool, Portfolio Management and Financial Planning categories.

Voice Dictation

In an April 4th Building Your Tech Stack webinar with Mobile Assistant, we’ll be covering:

Redtail + Mobile Assistant = Template-Driven Workflows

Learn how Mobile Assistant’s / Redtail’s templates help improve processes, drive efficiency, and foster the use of workflows.

Register now for this webinar on April 4th at 10:00 am Pacific.

Advisor Tools

In an April 18th Building Your Tech Stack webinar with Finpace, we’ll be covering:

Redtail + Finpace = Speed and Precision

Register now for this webinar on April 18th at 10:00 am Pacific.

Portfolio Management

In an April 18th Building Your Tech Stack webinar with Orion, we’ll be discussing how you can:

Revolutionize Your Process Management with Orion and Redtail

Join us for a deep dive into the powerful integration between Orion and Redtail CRM. In this webinar, we’ll show you how the seamless connection between these two technologies can revolutionize your workflow and help you build stronger client relationships. Make CRM the hub with Portfolio View, which allows you to see your clients’ portfolios right within Redtail, without the need to switch between multiple applications. This streamlined view gives you a comprehensive overview of your clients’ investments, allowing you to make informed decisions and provide better service. We’ll also show you how Redtail data can feed important tasks like proposal generation, saving you time and reducing the risk of errors. Don’t miss out on this opportunity to see firsthand how Orion and Redtail can transform the way you work.

Register now for this webinar on April 18th at 12:00 pm Pacific.

Financial Planning

In an April 25th Building Your Tech Stack webinar with Holistiplan, we’ll discuss:

Redtail + Holistiplan = 2023 Year of Tax Planning

Tax planning is quickly being added to the list of things clients expect their financial advisor to provide. Come hear how Holistiplan is simplifying the process of planning by providing advisors with a software solution that helps advisors save hours of their time by providing them with actionable observations about the client’s return and a way to model changes for the future.

Register now for this webinar on April 25th at 10:00 am Pacific.

0934-OAT-4/3/2023

ABOUT this webinar
Topic: Redtail + Mobile Assistant = Template-Driven Workflows

Description: Learn how Mobile Assistant’s / Redtail’s templates help improve processes, drive efficiency, and foster the use of workflows.

Register now for this webinar on April 4 at 10:00 am Pacific.

0911-OAT-3/31/2023

It’s been a year since the CEO Roundtable series assembled some of the best thought leaders in the fintech industry to share ideas to help the advisor community lead through change.

Fast forward to 2021, and the CEO Roundtable series will be back with the same rockstar cast. Join Lori Hardwick (Riskalyze/Orion), Eric Clark (Orion), Brian McLaughlin (Redtail), Robert Sofia (Snappy Kraken), Adam Holt (Asset-Map), and, last but not least, Corey Westphal (Mobile Assistant).

Here are the hot topics that will be discussed:
1. What was the toughest decision we had to make in the last year?
2. What proved critical to our companies’ success that can be a lesson for all?
3. What are changes we implemented that will persist?

We’re happy to have Craig Iskowitz (Ezra Group) back covering all the webinars live on Twitter. Make sure to follow him @CraigIskowitz so you don’t miss anything.

Join us to learn what lessons were learned, as well as for takeaways that every advisor can benefit from.

ABOUT this webinar
Topic: Shifting Tides: Advicent, Redtail & Mobile Assistant

Description: The modern advisor faces many roadblocks created by organizational processes, evolving investor demands, and the industries in which they operate. In order to achieve growth, advisors must equip themselves with the right tools to overcome these challenges. This roundtable discussion featuring leaders from Mobile Assistant (integrated notes solution), NaviPlan (financial planning), and Redtail (CRM) will explore these advisor pain points and investigate the benefits of an integrated technology stack for your clients and your practice.

Moderated by: Kristen Schmidt, Founder & President of RIA Oasis

Register now for this webinar on April 27 at 12:30 pm Pacific.

The CEO Roundtable got together again on April 30 for the final discussion in this three-part series. This time, they were joined by top advisors who shared the vision and application of financial technology tools in their practice. Learn about the trends these leaders are seeing in financial advice delivery and how they are positioning their firms to create more streamlined technology enablement as well as how advisors have implemented integration of multiple Fintech solutions.

After the great response to the CEO Roundtable on April 2, we were all excited to learn they decided to do it again! Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other again via Zoom on April 9, this time focusing on team management, technology, and culture, as they relate to remote working.

The panel included:

• Adam Holt, Asset Map
• Brian McLaughlin, Redtail Technology
• Corey Westphal, MobileAssistant
• Eric Clarke, Orion Advisor Tech
• Lori Hardwick, Riskalyze
• Robert Sofia, Snappy Kraken

In times of challenge or crisis, great companies strive not only to maintain the cultures they’ve built, but to strengthen them further. Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change management, virtual culture building, leading by example, and much more.

The panel included:

• Adam Holt, Asset Map
• Brian McLaughlin, Redtail Technology
• Corey Westphal, MobileAssistant
• Eric Clarke, Orion Advisor Tech
• Lori Hardwick, Riskalyze
• Robert Sofia, Snappy Kraken

You can read the Craig Iskowitz summation of this session here or watch the entire thing for yourself here.