Setting up the integration:
From within your Totum account, click the gear icon in the upper right corner:
You'll then see some new options at the top of the page. Click Integrations:
Then, click the "Connect" button next to Redtail:
You'll be prompted for your Redtail credentials:
Enter your Redtail credentials here and then click Sign In. That will complete your setup process for the integration.
After signing into your Redtail account as shown above, you'll then see your Redtail block on Totum's Integrations page appears as below:
If I wanted to import my client Bruce Wayne from Redtail into my Totum account, I'd begin by searching for him in this new search box, as in the example below:
As you can see, I typed "Wayne" in the search box. Two results came up and when I hover my cursor over the one I want to import that option becomes available. After clicking "Import" for Bruce Wayne, the import process will begin (you'll see a message at the top of your screen when that process has completed).
To visit contacts in Totum that you've imported, just click your menu icon in the upper left corner:
Note: you can also use the Search line available here after clicking your menu icon to locate a specific contact. Either way once you see the contact you're looking for displayed in this list, just click their name. You'll then see their available information in Totum:
You can then work with the contact using the available tools in Totum, including their Questionnaire.
If you are looking for other Portfolio Analysis options, click here!