Integration Name:
Integration Type:
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, 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
- 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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