ABOUT this webinar
Topic: Why Advisors Need to Have a Solution for Held-Away Cash

Description: Most RIAs have historically ignored the cash that clients have sitting in checking and savings accounts – yet high net worth individuals often hold 10-20% of their wealth in cash. Rising rates and recent events in the banking industry have driven home the need for RIAs to have a solution for held-away cash, from helping clients protect their safest asset to driving firm growth.

Flourish Cash is the only cash management solution built exclusively for independent advisors, serving 550+ RIAs that represent $1.5T in AUM. Join Ben Cruikshank, President of Flourish, to learn more about Flourish Cash, from how growth-oriented firms are using cash to grow their business to how integrations with systems like Redtail and Orion make it easy to integrate cash within your business.

Flourish Cash is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

Register now for this webinar on May 16 at 10:00 am Pacific.

You can also read a recent guest post from Ben Cruikshank, President of Flourish, here.

1309-OAT-5/10/2023

In May of 2023, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools and Financial Planning categories.

Advisor Tools

In a May 16th Building Your Tech Stack webinar with Flourish, we’ll be covering:

Why Advisors Need to Have a Solution for Held-Away Cash

Most RIAs have historically ignored the cash that clients have sitting in checking and savings accounts – yet high net worth individuals often hold 10-20% of their wealth in cash. Rising rates and recent events in the banking industry have driven home the need for RIAs to have a solution for held-away cash, from helping clients protect their safest asset to driving firm growth.

Flourish Cash is the only cash management solution built exclusively for independent advisors, serving 550+ RIAs that represent $1.5T in AUM. Join Ben Cruikshank, President of Flourish, to learn more about Flourish Cash, from how growth-oriented firms are using cash to grow their business to how integrations with systems like Redtail and Orion make it easy to integrate cash within your business.

Flourish Cash is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

Register now for this webinar on May 16th at 10:00 am Pacific.

Financial Planning

In a May 30th Building Your Tech Stack webinar with Income Lab, we’ll be covering:

Enhance Client Experience and Efficiency with Retirement Management Software

Register now for this webinar on May 30th at 10:00 am Pacific.

1211-OAT-5/1/2023

ABOUT this webinar
Topic: Redtail + Holistiplan = 2023 Year of Tax Planning

Description: 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 25 at 10:00 am Pacific.

1116-OAT-4/20/2023

ABOUT this webinar
Topic: Revolutionize Your Process Management with Orion and Redtail

Description: 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 18 at 12:00 pm Pacific.

1050-OAT-4/14/2023

ABOUT this webinar
Topic: Redtail + Finpace = Speed and Precision

Description: Finpace was built to automate what slows advisory firms down. Back-office workflows around prospect/client outreach, data gathering, data input and maintenance are some of the biggest bottlenecks that most advisory teams/firms won’t readily admit to.

Compliance around these tasks, along with customer engagement, is also tedious and stress-inducing. Finpace does all the heavy lifting for an advisory firm in these areas so they can focus on more profitable work or more time to do as they please.

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

1052-OAT-4/14/2023

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

ABOUT this webinar
Topic: Redtail + Bento = Leading with Advice

Description: Join us to see how the integration between Redtail and Bento Engine empowers advisors to deliver proactive advice to all of their clients and prospects. The best part? You don’t even have to leave your Redtail CRM! Learn how Bento delivers timely activities in Redtail that include all of the content and talking points you need to serve your clients on age milestones, life events, and financial literacy opportunities for their children. Bonus feature: Discover the new “Your Journey” Lead Gen Tool, which converts more of your website traffic into booked meetings.

Register now for this webinar on March 21 at 10:00 am Pacific.

0798-OAT-3/17/2023

ABOUT this webinar
Topic: Make Redtail Work Harder for You with Quik!

Description: Want to fill out twice as much data on forms with your Redtail CRM? In this webinar, we’ll show you how Redtail and Quik! work together to pass up to 133 fields of rich customer data directly from Redtail right into prefilled forms. So, you can make finding, filling out, and e-signing forms faster and better than ever before. Plus, you’ll find out about our newest features like creating duplicate forms and get a preview of what’s upcoming in 2023.

Register now for this webinar on March 7 at 10:00 am Pacific.

0655-OAT-3/3/2023

In March of 2023, our Building Your Tech Stack webinar series will focus on partners in the Form-filling and Advisor Tool categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Form-filling software

Completing new account paperwork and eliminating NIGO items is likely an ongoing challenge for someone in your office. The ability to push good data from Redtail CRM into your form-filling software can greatly reduce some of the frustrations involved. Form-filling software integrations typically allow a significant number of data fields to be pushed from any contact in Redtail and mapped to any built-out forms in your form-filling software.

In a March 7th Building Your Tech Stack webinar with Quik!, we’ll be considering the below:

Make Redtail Work Harder for You with Quik!

Want to fill out twice as much data on forms with your Redtail CRM? In this webinar, we’ll show you how Redtail and Quik! work together to pass up to 133 fields of rich customer data directly from Redtail right into prefilled forms. So, you can make finding, filling out, and e-signing forms faster and better than ever before. Plus, you’ll find out about our newest features like creating duplicate forms and get a preview of what’s upcoming in 2023.

Register now for this webinar on March 7th at 10:00 am Pacific.

Advisor Tools

Not all software fits neatly into a traditional fintech category such as financial planning, CRM, investment research, etc. Partners included in the Advisor Tools category may offer advisors anything from AI-based relationship mapping to streamlined meeting prep to student loan analysis to automated scheduling reminders to a host of other functions. Regardless of the function of an advisor tool, integration with your CRM means you are boosting the efficiencies, accuracy, and/or effectiveness of your day-to-day operations.

In a March 21st Building Your Tech Stack webinar with Bento Engine, we’ll be considering the below:

Redtail + Bento = Leading with Advice

Join us to see how the integration between Redtail and Bento Engine empowers advisors to deliver proactive advice to all of their clients and prospects. The best part? You don’t even have to leave your Redtail CRM! Learn how Bento delivers timely activities in Redtail that include all of the content and talking points you need to serve your clients on age milestones, life events, and financial literacy opportunities for their children. Bonus feature: Discover the new “Your Journey” Lead Gen Tool, which converts more of your website traffic into booked meetings.

Register now for this webinar on March 21st at 10:00 am Pacific.

0630-OAT-2/27/2023