Positivly combines the principles of positive psychology with modern wealth management to create stronger connections between people, their advisors, and their wealth.
ABOUT Positivly Meet Positivly, a personalized investment matching and relationship platform. Built with the world’s first financial personality test, Positivly uncovers unique and sometimes hidden truths of what drives a client to invest. This insight transforms what could be “functional” client-advisor dialog to a highly personal, outcome-oriented conversation. The outcome – clients have stronger connections to investments and longer-lasting relationships with their advisors. For more information, visit the Positivly website here. Also, if you’d like to try the financial personality test, you can do so here.
WHAT ARE THE INTEGRATION POINTS BETWEEN POSITIVLY AND REDTAIL CRM? This integration allows advisors to import all of their Redtail CRM contacts with a Type of “Individual” into their Positivly account. From there, they can easily send invites to those contacts, either individually or in bulk, to take Positivly’s financial personality test.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available