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Advicent Profiles Financial Planning Application

Integration Name:

Integration Type:

Financial Planning Tool

Setting up the integration:

In order to set this integration up, you will need to have a subscription to Redtail CRM and a license for Profiles.

You will need to contact Advicent to begin the setup process. Advicent will provide you with the form(s) you need to complete and after this has been set up on Advicent's end, they will notify Redtail and we will complete the necessary steps to set up your integration between Redtail and Profiles.

You'll then need to enable the Advicent Profiles integration within your database. Instructions for enabling integrations can be found here.

Integration functionality:

Once the integration is live, you'll have several options with this integration available from your Integrations Menu for Advicent:

 

 

Clicking these links will allow you to send the contact you are working with to either A) your Profiles Forecaster account or B) your Profiles Professional account.

APP resources:

Advicent Training

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

 

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