Advicent NaviPlan Financial Planning Application

Integration Name:

Integration Type:

Financial Planning Tool

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.

Integration functionality:

Advicent: Naviplan allows you to import client personal and plan data from Redtail CRM into Naviplan.

APP resources:

Support documentation for this integration can be found in the NaviPlan Learning Center here.

If you are looking for more Financial Planning Tools, click here!