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Finance Logix

Integration Name:

Finance Logix

Integration Type:

Financial Planning Tool

Setting up the integration:

Account Feed

If you are a Finance Logix user, you can establish an account feed from Finance Logix to Redtail.  In order to establish this feed, you'll need to login to your Finance Logix account and enter your Redtail Username, your Redtail Password and your SSN in the appropriate locations. You can then contact Redtail Support to provide your SSN and we will set you up for the feed on our end.

We'll also need the database owner's name in order to process the setup.

We'll then set this up on our end and the feed typically begins 2-3 business days after setup. Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.

Send To and Single Sign-On (SSO)

You also have the ability to import contact data from Redtail to your Finance Logix account.  

You'll need to enable the FinanceLogix integration within your database. Instructions for enabling integrations can be found here. Then, from the Manage Integrations page where the integration was just enabled, you'll also need to click Settings under the Actions menu for FinanceLogix:

 

 

You'll then see the below:

 

 

Enter your FinanceLogix username and password and click Save.

You'll also need to enter your Redtail credentials in the Integrations area within your Finance Logix account.  After setting this up, you can then go within Finance Logix to the Integrations —> Import Data tab to pull contacts from Redtail to Finance Logix.

Integration functionality:

Integration options for FinanceLogix are then available from your Integrations Menu. After clicking your Integrations icon and selecting FinanceLogix, you'll see the below:

 

 

Note: when you select the Send To option for FinanceLogix from the Integrations menu when within a contact record in Redtail, if you've entered all your credentials within both applications this will open up FinanceLogix, allowing you to search for and import that contact and selected accounts into FinanceLogix.

Client Snapshot

In order to enable the Client Snapshot from FinanceLogix within client records in Redtail, you'll first need to use the Send To option above to send the client to FinanceLogix. Then, after sending a client to Finance Logix, you can access the Client Snapshot within their contact record by selecting the Client Snapshot option shown above.

 

You'd then see something like the below, reflecting your client's information of this nature that you have stored within FinanceLogix:

 

flcsnap.jpg

Finance Logix resources:

Finance Logix Website

Finance Logix Support

 

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

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