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SmartWorks

If your Broker Dealer is Cetera Advisor Networks LLC or Cetera Advisors LLC, you have an option to Send contact data from Redtail to SmartWorks. You'll find that "Send to Smartworks" option under your bottom Integrations menu when within a contact record:

 

If you don't see that option, please contact our support team at 800.206.5030 or at support@redtailtechnology.com and we'll make sure you're set up correctly on our side to use the integration.

Below are the fields included when sending data from Redtail to SmartWorks:

  • First Name
  • Middle Name
  • Last Name
  • Salutation
  • Suffix
  • TaxID
  • DOB
  • Home Address
  • Mailing Address
  • Work Address
  • Email 1
  • Email 3
  • Home Phone
  • Cell Phone
  • Work Phone
  • Home Fax
  • Spouse First Name
  • Spouse Last Name
  • Spouse DOB
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