Redtail Integration Overview and Setup

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.

Enabling the Integration

To begin, you must first enable the link to Redtail from within AdvisorEngine. This needs only to be done once for the firm.

  1. Navigate to Communicate > Integrations.
  2. Click SETUP on the Redtail tile to open the configuration page.
  3. Enable the integration by clicking the toggle in the Integration Status tile.
  4. Click AUTHORIZE and enter your Redtail credentials to initiate the link.
CAUTION: Ensure that the user credentials entered have access to all Redtail features and Records. The integration will be "blind" to anything the user account does not have access to.

See Set up Redtail Contact Sync to continue.

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