Setting up the integration:
In order to set up the integration, you'll need to enable the Wealth Access integration within your database. Instructions for enabling integrations can be found here.
Wealth Access is an aggregation tool that helps consolidate and simplify complex portfolio data for the sale of financial planning. The integration with Redtail simply allows you to sign onto wealth access quickly from within the CRM.
The SSO option can then be found by clicking your Integrations Menu and selecting the Wealth Access option. You'll then see the below:
Click Single Sign On and a login page for Wealth Access will open in a new tab:
Enter your Wealth Access credentials and click Log In. You'll then see your Wealth Access Dashboard page. Going forward when using this SSO option from Redtail, you'll be automatically signed into Wealth Access without having to enter your credentials again.
Wealth Access resources:
Wealth Access Website
If you are looking for more Financial Planning Tools, click here!