Setting up the integration:
All setup and usage of Redtail's integration with Advicent's NaviPlan Financial Planning Application is handled and performed from within your NaviPlan account.
Advicent: Naviplan allows you to import client personal and plan data from Redtail CRM into Naviplan.
Advicent NaviPlan resources:
If you are looking for more Financial Planning Tools, click here!