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


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.

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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


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