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Redtail Technology > News > Integrations > New integration with Berthel Fisher!

New integration with Berthel Fisher!

Category: Integrations
integration updates

Berthel Fisher: Between Berthel’s partnerships and advisor suite, you will receive hands-on guidance, industry-leading wealth management services and cutting-edge technology.

Berthel Fisher logo

ABOUT Berthel Fisher — “In 1985, Tom Berthel and Fred Fisher started Berthel Fisher & Company. Working as financial advisors, they couldn’t find a financial services firm that met their needs and decided to invest in their own.

Since the day we opened our doors in Cedar Rapids, Iowa, our representatives have been our top priority. We’re owned and managed by people who know what it’s like to be in the field, working hard to grow a business. Even today, Tom Berthel still maintains his personal clients. For over 30 years we’ve offered a wide array of investment products and back-office support to provide outstanding service to our advisors.

We have a track record of success. Over the last quarter century, Berthel Fisher & Company has become known for its stability and unwavering dedication to our advisors, and that is something that will never change, even as we continue to grow.

Today, as a top financial services firm, we support a diverse array of investment specialties and skills. With our investment products and advisory services, you will have all the tools and programs available to meet the needs of your clients. We’re constantly adapting to the ever- changing industry, but our philosophy of providing representatives with the support and resources necessary for their business to succeed will never change.”

WHAT ARE THE INTEGRATION POINTS BETWEEN BERTHEL FISHER AND REDTAIL CRM? Berthel Fisher Companies has worked with Redtail CRM to build several integration features to share data between our CRM tools. Portal users who are also Redtail CRM subscribers have access to the following integration features:

  • Single Sign On to Redtail from the Portals.
  • Pull Integration – Populate the primary account holder, additional account holder or entity information in the account wizard using your Redtail contact data.
  • Push Integration – Push Redtail contact data from Redtail into the Account Wizard to populate the primary account holder, additional account holder or entity information.
  • Bi-directional Data Syncing: 1 or 2-Way contact data syncing between the Portal and Redtail CRM.

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

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