Setting up the integration:
In order to begin using this integration, you will need your user key, which can be obtained at this time from Redtail. You can request this by sending an email to Redtail Support at firstname.lastname@example.org.
AdvisorPro has posted a video here which will walk you through how to proceed once you've obtained this key and are ready to begin prepopulating Investment Policy Statements with your client data.
At the bottom of this post, you can open the Redtail data field mapping file to see what data Redtail will send to ISP Advisor Pro when sending a contact over.
For a look at what IPS AdvisorPro does, click play in the video below.
IPS Advisor Pro resources:
IPS Advisor Pro Website
IPS Advisor Pro Resource Center
If you are looking for more Financial Planning Tools, click here!