Integrations
Matching Clients from Redtail Client Sync
When Setting Up the Redtail CRM Sync you must select how to deal with unmatched entries from either side of the sync. This process also deals with client entries that were matched in error. Identifying Unmatched Entries: Redtail CRM If automatic ...
Setting Up the Redtail Client Sync
Once you have Enabled your Redtail Integration you are ready to configure the client sync. Several options for the sync are available which affect how and when data will flow between the two systems. Each of the options are detailed below. To access ...
Enabling the AdvisorEngine CRM Integration
The AdvisorEngine CRM Integration enables a number of sync features from the Portfolio Manager to your AE CRM, including contact sync, revenue numbers, asset and position data, and the ability to move directly from the CRM to the Portfolio Manager ...
Redtail Integration Overview and Setup
The Redtail Integration enables client contact information synchronization to or from the Wealth Management Platform and Redtail. Once Redtail contacts are matched to AE contacts, contact information can be set to sync daily or initiated manually. ...
Setting Up the AdvisorEngine CRM Client/Record Sync
Once you have Enabled your AdvisorEngine CRM Integration you are ready to configure the Client/Record sync. Several options for the sync are available which affect how and when data will flow between the two systems. Each of the options are detailed ...
Matching Clients from AdvisorEngine CRM Client/Record Sync
When Setting Up the AdvisorEngine CRM Client/Record Sync you must select how to deal with unmatched entries from either side of the sync. This process also deals with Client/Record entries that were matched in error. Identifying Unmatched Entries: ...