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

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