In order to establish this account aggregation feed from Portfolio Pathway, you can contact Portfolio Pathway to obtain your unique ID. After obtaining, just contact Redtail support with this unique ID and we can get this set up on our end for you.
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Blueleaf provides comprehensive data, including custodial, held-away and offline/manual assets via direct custodian integrations and included account aggregation. All this client data is delivered through a single connection to Blueleaf’s industry leading data API, dramatically simplifying your data management. You can see this post for details on setting up the Blueleaf integration with Redtail.
If you are a user of Redtail CRM’s mobile application, we are currently troubleshooting an issue which prevents some Android users from logging in to the app. We will provide notification here, via Facebook and via Twitter as soon as this issue has been resolved.
Learn how to build custom letters, labels and/or envelopes that can pull contact information directly from Redtail CRM, thus creating a customized experience for your contacts and clients. Thursday, February 14, 2013 11:00 AM – 12:00 PM PST: All Things Mail Merge! Registration Web Link: https://www1.gotomeeting.com/register/396320225 Webinar ID: 396-320-225
On Wednesday, February 13, from 9 am – 10 am PST, please join PreciseFP for a webinar focusing on the integration between PreciseFP and Redtail CRM. There have been a lot of enhancements to this integration recently and these will be highlighted in the webinar. Enhancements include: Bi-directional data exchange. Now advisors can refresh their [...]
We’re rolling this out now! Details are here.
Andrew Gluck, CEO of Advisor Products Inc., has a preview of what this integration means for Redtail subscribers here.
With Redtail and TD Ameritrade Institutional’s Veo® integration, everything is centrally located, streamlining the financial professional’s office for greater efficiencies. Integration features that can help you work smarter include: Access Veo® alerts and TD Ameritrade Institutional communications in your Redtail CRM Account feeds from Veo® allowing quick and easy access within Redtail CRM Single Sign-On [...]
Managing your clients’ social profile addresses just got a whole lot easier. Now, you can track these from within your Contact Records in Redtail CRM, giving you one-click access to client profiles on most of the widely used social platforms. Learn how to add these to your database here.
Join us for a Webinar on January 17 With the new economy and the new year come new challenges and new opportunities. Here’s an opportunity to increase Productivity, Marketability and Profitability. Collecting client data is being made easier thanks to another new feature from our partner, Money Organizer Pro. This new feature is already known [...]