Integration Name:
Moneytree (TOTAL Online)
Integration Type:
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:
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