Integration Name:


Integration Type:

Financial Planning Tool

Setting up the integration:

You'll need to enable the FolioDynamix integration within your database. Instructions for enabling integrations can be found here. Then, from the Manage Integrations page where the integration was just enabled, you'll also need to click Settings under the Actions menu for FolioDynamix:


You'll then see a token which you'll want to copy:


Then, within the Integrations section of your FolioDynamix account, slide the Redtail toggle to On:



You can then paste your token into the appropriate area within your FolioDynamix account:


Then, click the Connect button in that modal. 


Integration functionality:

Integration options for FolioDynamix are then available from your Integrations Menu. After clicking your Integrations icon and selecting FolioDx, you'll see the below:




Note: the Single Sign On option will always be available here and will allow you instant access to your FolioDynamix account:



The Generate Proposal option is only available if you access the modal while within a contact record. In those instances, you will be taken to the Proposal Generation area of your FolioDynamix account in order to put together your proposal for that client:



FolioDynamix resources:


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

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