Follow

IPS AdvisorPro

Integration Name:

IPS Advisor Pro

Integration Type:

Financial Planning Tool

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 support@redtailtechnology.com.

Integration functionality: 

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!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk