Setting up the integration:
The integration will allow you to open individual or joint accounts by directly populating client data from Redtail CRM. The integration will also enable you to store your Redtail login information so you'll automatically be connected when you login to the AssetMark advisor portal.
To open an account using a contact from Redtail, go to the Account Setup tab in AssetMark and click "Add Account Holder":
You'll then see the below:
Click the "Import from Redtail" button and you'll be provided with a screen to search for a contact from Redtail CRM:
Search here is last-name based. You can see below what it might look like after typing in the first few letters of the last name you're looking for:
Place a check in the radio button next to the client you were searching for and then click "Select". You'll then be asked to confirm the Import:
After doing so, you'll need to confirm several more questions prior to saving the contact within AssetMark and proceeding further with them there:
Note: at this time the data points that come over from Redtail to AssetMark are:
First, Middle, and Last Name
Date of Birth
Social Security Number
Addresses (marked Home or Mailing in Redtail)
If you are looking for other Advisor Tools, click here!