Integration Name:
Integration Type:
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.
Advicent NaviPlan resources:
If you are looking for more Financial Planning Tools, click here!
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