How to set up the Redtail integration Jun 18, 2024 2:32:28 PM Overview 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: Account information Positions Enabling the integration You can set up this integration for your firm by taking the following steps: Log in to your advisor dashboard and navigate to Settings > Integrations. Select Redtail from the list and click Connect to Redtail. You will see confirmation that the integration has been enabled. Client account information and balances will be available in Redtail within one business day.