Setting up the integration:
To learn more about this integration in a video; Click here.
To establish, log in to your RetireUp account. Click your name and then select "Integrations":
On the resulting page, click the "Connect" option next to Redtail CRM:
You'll then need to enter your Redtail username and password to connect your account. You will only have to do this once.
After connecting, hover over "Add Client" in RetireUp’s main navigation bar in the upper right corner of the screen. Click "Add from Redtail".
Enter the name of the client you would like to add and click the "Search" button.
You’ll see all Redtail clients that matched your search. Click the name of the client you wish to add which will create their profile in RetireUp and prefill their Universal Questions with all relevant data from Redtail.
If you are looking for more Financial Planning Tools, click here!