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 the sync setup, navigate to Communicate > Integrations and click MANAGE on the Redtail tile.

When you have completed adjusting your settings, click SAVE.

How Do You Want to Sync

Select the sync method you prefer to use.

Automatically

Select this option if you want Client data to automatically synchronize each day at 3 AM Eastern. The manual SYNC NOW feature will still be available if a sync is needed at other times.

Manually

Data sync will only happen when a user navigates to Communicate > Integrations and clicks SYNC NOW on the Redtail tile.

Primary Data Location

The client contact information sync only flows in one chosen direction. Set the location you want to update manually when changes are made and the changes will flow into the other system when the sync is run.

Under Demographic information to sync > For matched clients, which data source is primary?, choose which side of the sync you will be making changes in, AdvisorEngine Wealth Platform or Redtail CRM.

Matching Clients

Entries in the Wealth Management Platform and the Redtail CRM will attempt to automatically match using the following criteria:

• Social Security Number first
• First Name and Last Name if no SSN match is found

If a match is found using either of these criteria, the entries are linked and no further action is needed. For entries that do not match, you will need to determine how you would like to handle the process of creating a match.

Enable either or both toggles in the For unmatched clients section to have entries automatically created and linked when a match is not found.

If you leave either toggle disabled, you will need to follow the steps in Manually Matching Redtail Client/Records for details on handling entries that are not automatically matched or that were matched incorrectly.

Unmatched CRM Clients

To have a new Client created in the Wealth Management Platform when a CRM client does not find a match, enable Automatically create a new client in AdvisorEngine Wealth Platform and set a default Rep Code that will be attached to the new Clients.

Unmatched Portfolio Management Clients

To have a new CRM contact created when a Wealth Management Platform Client does not find a match, enable Automatically create a new contact in Redtail CRM.

What Data to Sync

Under the What data to sync section, select the contact info fields in the Wealth Management Platform that you want synced with the companion fields in Redtail CRM.

When you have completed adjusting your settings, click SAVE.