Vanare(Advisor Engine)

Integration Name:

Integration Type:

Financial Planning Tool

Setting up the integration:

Setup is handled within the Vanare platform.

  • Click "Configurations" under Communicate:

  • Then, check off the box next to "Redtail":

  • You can then enter your Redtail User Name and Password and save:

Integration functionality:

The integration with Vanare allows you to sync contact data from Redtail into their platform. All aspects of the integration are performed from within the Vanare platform. 

Vanare resources:

Vanare Website 

Vanare Contact Info

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

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