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Redtail Technology > News > Integrations > Updated integration with Envestnet!

Updated integration with Envestnet!

Category: Integrations
integration updates

Envestnet: Powering financial wellness with unified advice.

envestnet logo

ABOUT Envestnet Today, helping investors achieve their financial goals requires more than offering investment advice alone. RIAs need to be equipped to offer advice on their clients’ entire financial wellness picture — budgeting, planning, investing, and managing credit and protection.

Envestnet’s total solution for RIAs enables advisors to provide more meaningful engagement with, and value for, clients using comprehensive financial planning and budgeting tools, data-driven intelligence, and access to industry recognized portfolio solutions.

By bringing together all of the core technology solutions that RIAs need, the centralized Envestnet platform integrates data consistently across all applications driving unified advice and helping clients achieve financial wellness. Our flexible and innovative technology solutions are the tools of choice for more than 3,100 independent RIA firms, which collectively manage more than $1.2 trillion in assets.

Envestnet’s RIA solution automates client service at every point in the relationship, from the prospecting stage through ongoing reporting, empowering advisors to spend more time helping clients improve their overall financial wellness.

WHAT ARE THE INTEGRATION POINTS BETWEEN ENVESTNET AND REDTAIL CRM? New integration points between Envestnet and Redtail CRM include:

  • Single sign-on between the two platforms
  • Linking Redtail clients to existing Envestnet clients
  • Creating new clients in Envestnet from Redtail
  • Launching Envestnet Household Summaries for linked clients from Redtail
  • Creating a new proposal for a contact within Envestnet, pre-filling information from their Redtail record.


DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated 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.