FIS WealthStation (formerly SunGard WealthStation)

Integration Name:

FIS WealthStation

Integration Type:

Financial Planning Tool

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.

Integration functionality:

FIS WealthStation is a financial planning tool that upon integration with Redtail can receive contact level information from the CRM.

FIS WealthStation resources:

FIS Website

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