Integration Name:
Integration Type:
Setting up the integration:
To establish, enter your Redtail credentials within Investalink (you can contact Investacorp for precise instructions as to where to enter your Redtail credentials, if you have any trouble locating it within Investalink). Note: this Redtail functionality is enabled only for those reps with Redtail credentials.
Once you have updated your Investalink profile with your Redtail credentials, you will have access to SSO (Single Sign-On) to Redtail as well as the ability to import Redtail information into Investalink when opening a new account. Additionally, you may access Investalink accounts and update (import) Redtail client information or export the Investalink client information to Redtail.
Integration functionality:
This integration with Investalink allows users to pull data directly from Redtail into Investalink.
Data fields that can be imported from Redtail to Investalink are below:
- Address 1
- Address 2
- City
- State
- Address Type
- Zip
- Zip4
- Client ID
- Date of Birth
- First Name
- Gender
- Last Name
- Marital Status
- Middle Name
- Nickname
- Salutation
- TaxID
- Internet Address
- Internet Type
- Phone Number
- Phone Number Type
- Driver's License Expiration Date
- Driver's License Issue Date
- Driver's License Number
- Driver's License State
- Greencard Number
- Passport Number
Investacorp resources:
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