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Forefield Advisor

Integration Name:

Forefield Advisor

Integration Type:

Financial Planning Tool

Setting up the integration:

If you have an account with Forefield Advisor, you have the ability to import your contacts from Redtail into your Forefield account. To do so:

  • Log into your Forefield account.
  • Then, from their menu click "My Clients" followed by "Import/Export":



  • Then, click the Redtail tab:



  • Then, enter your Redtail username and password and indicate the Status of contacts that you want to import on the right and click Import:




  • If you encounter any issues with the integration, you can contact Forefield to help you troubleshoot your issue here.

 

Integration functionality:

This integration allows contact data to be pulled from Redtail to Forefield Advisor

Forefield Advisor resources:

Forefield Advisor Website

If you are looking for more Financial Planning Tools, click here!

 

 

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