How to set up the Redtail integration
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.
Redtail is a leading web-based client relationship management (CRM) software firm serving the wealth management industry.
We’ve partnered with them on an integration that sends client data once a day, allowing you to find important account information associated with the contact in the Accounts area on the contact record in Redtail.
The information sent to Redtail includes:
You can set up this integration for your firm by taking the following steps:
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.