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SmartWorks

Integration Name:

SmartWorks

Integration Type:

Financial Planning Tool

Setting up the integration:

Please contact our support team at 800.206.5030 or at support@redtailtechnology.com and we'll make sure you are set up correctly on our side to use the integration.

Integration functionality:

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 after clicking your Integrations menu when within a contact record:

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

SmartWorks resources:

SmartWorks Login Page

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

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