April was a full month – packed with over 12 new releases, five conferences across the country, and the close of our Best Practices Webinar Series. Here’s everything we shipped and everywhere we showed up:
What’s New in April
This month’s biggest releases gave you more flexibility in how you reach clients, more control over your automations, and stronger tools for compliance and team management.
- AI Notetaker Can Now Call You if You’re Behind an Extension
- “Login as” permission can now be granted independent of Global Admin permissions if desired.
- Allow Clients to SKIP Requested Meeting via Bulk Sends
- Enhanced Compliance Features for RIAs
- Leverage Client Review Dates within Redtail for Client Notifications
- NEW Article on AI Knowledge!
Additional Releases This Month
Beyond the headliners, April brought a full slate of improvements across the platform:
- “Ask Anything” Help Module in the Desktop App
- Limit certain event types or categories per week
- Activity types are now editable when writing tasks back to Redtail
- Enhanced Android Mobile App
- AI Notetaker can now dial out for call merging
- Friendlier timezone selection
- You can now CC Spouses/Partners on Review Automation for Wealthbox & Redtail
IN THE COMMUNITY
April had our team out in force, connecting with advisors, partners, and industry leaders across the country. Here’s where we showed up:
- RIA Edge Nashville
- Beacon Strategies RIA Roundtable
- Redtail University Atlanta
- Osaic NXT
- Beacon Strategies Innovators Roundtable
We also concluded our Best Practices Webinar Series this month. All four sessions are now available on-demand – whether you missed a session or want to revisit the strategies, the replays are ready for you: GReminders Best Practices Webinar Series
We’re looking forward to a May filled with more releases, more connections, and more automation working harder for your practice.