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A by-the-numbers section on the top of your Redtail Dashboard that gives you a quick big picture look at your AUM, Reminders, Timeline and Workflow Tasks, as well as one-click access to more details on each of them.
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Your Dashboard also shows you all of your Calendar items for the day, giving you quick access to edit them, complete them, reassign them to others or roll them over to another day.
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Other important items available from your default Redtail login screen include any Workflow tasks due today, Team Notices, Today’s Birthdays and Today’s Client Reviews.
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Your Contact Overview screen provides you with an immediate look at a Client’s Next Review, Next Activity, Last Activity, Past Due Activities, Active Workflows and Portfolio Balance.
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All Past Due Activities and Activities coming up in the next 30 days for a Client are visible and accessible from the top of the Contact Overview. You can switch tabs here as well to see the Client's latest notes.
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All of your Client’s contact information and high-level details are accessible from their Overview screen.
Product Description
About this Product
Automated workflows, intuitive user interface and integrations galore:
- Customizable reporting, workflows and automations.
- Tag records for quick bulk edits and targeted marketing.
- Free database migrations and stellar customer service.
About Redtail Technology
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia.
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.