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.
