Andes Wealth Technologies

Integration Name:

Andes Wealth Technologies

Integration Type:

Risk Analysis

Setting up the integration:

You can contact Support at Andes Wealth to begin the setup process (which they will complete for you).


Integration functionality:

The Andes/Redtail integration brings your clients and prospects from Redtail to Andes Wealth Platform on a nightly basis, including:

  • Households
  • Investors
  • 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!

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