Moneytree (TOTAL Online)

Integration Name:

Moneytree (TOTAL Online)

Integration Type:

Financial Planning Tool

Setting up the integration:

Step 1: Data Source

Step 2: Partner Accounts

Step 3: Map Data (Consolidate Account Option)

Step 4: Map Data (Account Owner)

Step 5: Select Client (Import Into New Client)

Step 6: Select Client (Import Into Existing Client)

Step 7: Select Client (Import Into Existing Client)

Step 8. Select Client (Import Into New Client)

Step 9. Select Client (Import Into New Client)

Integration functionality:

Moneytree Software’s TOTAL Online is integrated with Redtail Technology Inc.’s web-based CRM. This integration allows you to access your Redtail client data in TOTAL Online to streamline your process for creating financial plans.

Moneytree resources:

Moneytree Website

Moneytree User Guides

Moneytree Blog

Schedule a Demo with Moneytree

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