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Advicent Profiles Financial Planning Application

 

You can read more about what this integration entails on Advicent's website here.

In order to set this integration up, you will need to have a subscription to Redtail CRM and a license for Profiles.

You will need to contact Advicent to begin the setup process. Advicent will provide you with the form(s) you need to complete and after this has been set up on Advicent's end, they will notify Redtail and we will complete the necessary steps to set up your integration between Redtail and Profiles.

 

 

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