SmartWorks (AdviceWorks)

Integration Name:


Integration Type:

Financial Planning Tool

Setting up the integration:

This integration is automatically available to those databases whose Broker Dealer settings under Manage Your Subscription reflect one of the Broker Dealers listed below.

Integration functionality:

If your Broker Dealer is Cetera Advisor Networks LLC, Cetera Advisors LLC, or Cetera Financial Specialists, 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
  • Addresses 
  • Phone Numbers
  • Email Addresses
  • 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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