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Advizr

Integration Name:

Advizr

Integration Type:

Financial Planning tools

Setting up the integration:

  1. Go to your settings at the top right within Advizr and navigate to the integrations tab. Select Redtail from the list.
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  2. Enter your Redtail login credentials and click the Connect Redtail button:

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  3. Upon successful link you will see "Connected" next to the Redtail integration.

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  4. Once the integration is connected, go to Redtail and log in.

Integration functionality:

How to launch a Household info from Redtail to Advizr

  • Go to a contact record in Redtail that you would like to make a plan for in Advizr.
  • While in the contact record, click the integrations icon at the top right. Select Advizr from the resulting menu. Click "Send To."

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A new tab will open in Advizr, and the financial plan for the household.

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Note: If you are not in a contact record when selecting Advizr from Redtail's Integrations menu, you will not see "Send to" under the Advizr integration.

Using the SSO functionality to log into Advizr

  • Click the integrations icon at the top right of the page within Redtail, and select Advizr from the resulting menu.
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After clicking your Integrations menu in Redtail, and then selecting Advizr, you'll see the below:

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Note: if you aren't in a Contact Record in Redtail when accessing these options, you'll only see the SSO option here.

Advizr resources:

Website

Features

Blog

Contact

Click here to return to the list of Financial Planning tools.

 

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