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Redtail Technology > News > Integrations > Updated integration with Schwab Advisor Center!

Updated integration with Schwab Advisor Center!

Category: Integrations
integration updates

Schwab Advisor Center® APIs: ““Our flexible approach lets you combine our best-in-class proprietary tools with leading third-party solutions to streamline routine tasks so you can focus on serving clients.””

Charles_Schwab_Advisor_Center

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN SCHWAB ADVISOR CENTER AND REDTAIL CRM? New integration points between Schwab and Redtail CRM include:

  • the ability to initiate the Schwab Digital Account Open process for a contact:schwab advisor center options
  • the ability to view up to 250 Schwab alerts from the last 30 days within Redtail CRM.

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