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New Integration with Avantax Wealth Management!

Category: Integrations
integration updates

Avantax Wealth Management is pioneering the future of comprehensive wealth management with a unique perspective on investing, a growing network of more than 3,500 independent advisors, and over 30 years of industry experience.

ABOUT Avantax Wealth Management
Avantax Wealth Management was founded by CPAs who believe that accounting and tax professionals are uniquely qualified to add value to their existing client relationships by offering comprehensive wealth management services. At the same time, wealth management provides an exceptional growth strategy for CPA firms. For more information, visit the Avantax website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN AVANTAX AND REDTAIL CRM?

Avantax’s integration with Redtail provides users with SSO (Single Sign-on) and Send To capabilities from Redtail to Avantax.

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.