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Everplans

Integration Name:

Everplans

Integration Type:

Financial Planning Tool

Setting up the integration:

From your Today page in Redtail, you'll see an Everplans widget toward the bottom of the page with a "get everplans" option:

get_ev.png

If you click "get everplans," you'll see the below page on Everplans' website, from where you can sign up:

EP_FreeTrial_page_from_not_linked_dashboard_widget.png

After signing up, you can go to Manage Your Integrations within Redtail and enable the Everplans integration:

ev2.png

Then, click the gear icon and select "Settings":

ev4.png

You'll then see the below:

ev5.png

After clicking "Authorize Access to Everplans", you'll see the below on the Everplans website:

ev6.png

Enter your Everplans credentials and click "Log In." On the resulting page, click "Allow":

allow.png

Integration functionality:

After setting up the integration as described above, your Today page Everplans widget will then begin displaying your recent Everplans activity within Redtail:

ev7.png

If you select Everplans from your Integrations menu in Redtail (when not within a contact record), you'll see the below:

Integration_menu_no_contact_context.png

Note you have the option for Single Sign-On into Everplans here. It also displays the same data you see on your Today page in Redtail (recent Everplans activity).

If you accessed this widget from your Integrations menu while within a Contact Record, it would look a little different:

integration_menu_from_inside_a_contact_record.png

Note that you now also have a Send To option, allowing you to send that contact to Everplans.

Everplans Pro users have the ability to securely import their entire client list from Redtail into their Everplans account with a few simple clicks.

APP resources:

Everplans Website

Everplans Support Center

Everplans walkthrough on contact import from Redtail

You can learn more about the integration from Everplans here or give them a call at (844) 362-7526 for more information or a demo.

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

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