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New Integration with Infovisa!

Category: Integrations
MAUI features

We are pleased to announce the integration between Redtail CRM and Infovisa’s MAUI product, which is the engine of their trust accounting platform.

Infovisa logo

ABOUT INFOVISA
Infovisa is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Infovisa’s solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. Infovisa has over $120 billion in assets under administration on its trust and wealth management platform. For more information about Infovisa, visit www.Infovisa.com.

WHAT ARE THE INTEGRATION POINTS BETWEEN INFOVISA AND REDTAIL CRM?
The integration will give Infovisa MAUI users the ability to sync their Redtail CRM contacts with MAUI. After the initial sync occurs, the interface requests contact updates or new contacts based on your MAUI name records. For existing Redtail users, this interface provides seamless updates of your name records on MAUI by using the Redtail CRM application as your system of record for contacts.

MAUI features

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.