Integration Name:


Integration Type:

Financial Planning Tool

Setting up the integration:

To establish, click the Integrations menu in Redtail:

Then, click Advisys in the resulting menu, at which point you'll see an Advisys modal:

Click Single Sign On. You'll then be prompted to enter your credentials for Advisys. Enter them and Advisys will launch. This is a one-time authentication process you should not need to repeat.

Integration functionality:

After setting up the integration, when within a contact record in Redtail you have the ability to send contacts to your Advisys account. To do so, again select Advisys from your Redtail integrations menu. You'll then see a new option:

Click Send To and the contact record from which you accessed this option will then be sent to your Advisys account. If you haven't previously sent the contact, you'll be asked if you want to create a new record for them in Advisys. Or, you have the ability to search for existing contacts in your Advisys account with which to match the record you're sending.

Advisys resources:

Advisys Website

Advisys Free Trial

If you are looking for more Financial Planning Tools, click here!

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