Setting up the integration:
You can see the attached pdf for Equisoft's instructions on setting up and using the integration or view the video below
WealthElements is a comprehensive, customizable and fully integrated suite of tools designed to help financial advisors manage every element of the client's wealth. They have built an integration with Redtail CRM that allows you to access your Redtail clients from within WealthElements and import Redtail data.
For support for WealthElements or their integration with Redtail, here is a link to their contact information.
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