Finpace

Integration Name:

Finpace

Integration Type:

Advisor Tools

Setting up the integration: 

If you have a Redtail CRM and a Finpace subscription, navigate to https://finpace.app/integrations.

From there, click on the Redtail tile to enter your Redtail credentials.

(For firm admins who are also advisors) Make sure you are on the integrations tab for whoever you would like to add the Redtail integration on behalf of - either yourself as an advisor (Advisor tab) or all users of the firm (Firm tab).

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After a successful connection, you would see Redtail marked as an Active integration:

 

 

Once the connection is established, you can click on CRM Field Mapper to map Finpace Fields to Redtail:

 

 

The default fields for mapping are below:

 

 

Integration functionality:

1. Pull Client data from Redtail CRM:

 

2. Push Client data to Redtail CRM:

 

 

Finpace resources:

Website

 

If you are looking for other Advisor Tools, click here!