Setting up the integration:
You can contact Support at Andes Wealth to begin the setup process (which they will complete for you).
The Andes/Redtail integration brings your clients and prospects from Redtail to Andes Wealth Platform on a nightly basis, including:
- Accounts and positions
If the household comes in from Redtail CRM, you will see an indicator in the Andes platform:
The screenshot below displays accounts coming over from Redtail:
Andes Wealth Technologies resources:
If you are looking for other Risk Analysis options, click here!