Redtail

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base.
With our integration partner, Redtail, you can send information and also receive information into your PreciseFP account.

 

How the integration works?

To turn on this integration (only needs to be done once in PreciseFP, you do not need to set up the integration in Redtail) go to Settings on the left side navigation. You should then be on the Integrations tab. Click on the enable button on the Redtail box.

You will then be prompted to enter in your Redtail credentials.

You should see a notification letting you know that the integration sync was successful after you click on the enable button.

How do you export files?

Go to a client/prospects record. Click on the Export button from the top navigation. From the drop down list choose Redtail.

Next you will have the option to sync this client with an existing client if one exists in Redtail or you can create a brand new record. After you’ve made your choice click on the Export button.

There will be a brief waiting period while the information is exported. Once complete you should see information that the client’s data has been successfully exported. If any data did not export over successfully it will indicate as such and will show the details why it didn’t export.

You will now see a record for this client/propsect in Redtail if they were a brand new record or an update if they already existed in Redtail.

How do you import files?

Click on clients on the left side navigation then click on the Import button from the top navigation. Choose Redtail from the drop down menu.

You will now want to search for a client by last name who is listed as head of household and who has a primary home email address on record in Redtail in the Import pop-up window.

Once you enter in your clients last name you should see them appear in the list below. Click on radio button to the left of their name then click on the Import button.

After a brief waiting period you will then be taken into the newly imported client record.