Follow

DOL Ruling and Redtail To the Rescue [29:40]

2017Webinars.jpg

FINRA, SEC, DOL—Oh my! As one more regulatory agency joins the party there are more steps your need to take to make sure you’re in the green when it comes to compliance.

Click the link below for more information on each of the features covered in the video:

01:23 - Recently Viewed Contacts

01:37 - Contact Overview - Accounts

01:49 - BICE Dates

02:09 - Reports

02:25 - Fiduciary Reports

06:47 - User Defined Fields (UDFs) 

07:29 - Manage Your Account

07:45 - Admins Only Section

07:58 - Manage Database Lists

18:41 - No Contact Report

25:50 - Broadcast Email Templates

helpdesk_VIDEOfooter.jpg

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk