ABOUT Wealth.com “Wealth.com is the industry’s leading estate planning platform. The ecosystem empowers financial advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients. Wealth.com’s in-house trust and estate attorneys have designed and maintained the platform to deliver the legal rigor and quality that is expected from top firms, all easily accessed by both advisor and client in a collaborative digital ecosystem. Wealth.com is optimized for, and available in, all 50 U.S. states and D.C.“
WHAT ARE THE INTEGRATION POINTS BETWEEN WEALTH.COM AND REDTAIL CRM?
Once a user has connected the two platforms, Wealth.com-specific User Defined Fields will display on the Contact record in Redtail, and populate as clients use Wealth. Additionally, a number of actions taken in the Wealth.com platform will trigger the display of Wealth notes in the Client’s notes in Redtail CRM.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.
2366-OAT-8/28/2023
