Setting up the integration:
To accomplish this within RightCapital, from your Advisor Dashboard click the Integrations menu:
You'll then see RightCapital's available integration partners. Click Redtail and you can then enter your Redtail username / password and click "Connect" (this should be a one-time event):
After the connection has been made, you'll see the below:
Click "Sync." After your clients have synced over, you can then work with them with your RightCapital planning tools. The sync process may take some time, dependent upon how many contacts you have stored in Redtail.
Watch the below recorded webinar to see what RightCapital offers and how it integrates with Redtail:
RightCapital offers a comprehensive financial planning solution designed for financial advisors. Their integration with Redtail allows mutual subscribers to sync contact information from Redtail to RightCapital, where you can then move into the planning area of their application with synced contacts.
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