Setting up the integration:
You'll need to enable the FIS integration within your database. Instructions for enabling integrations can be found here.
Then, when within a contact record in Redtail, you'll have the ability to send a contact to your FIS WealthStation account. To do so, click your Integrations Menu and select FIS WealthStation. You'll then see the below:
Then, just click the "Send To" option highlighted above to send the contact over.
Note: if you are not within a contact record when selecting FIS from your Integrations menu, the option you'll see here is Single Sign On, rather than Send.
FIS WealthStation is a financial planning tool that upon integration with Redtail can receive contact level information from the CRM.
FIS WealthStation resources:
If you are looking for more Financial Planning Tools, click here!