Follow

Advisor Controls

Integration Name:

Advisor Controls

Integration Type:

Financial Planning tools

Setting up the integration:

You'll need to enable the Advisor Controls integration within your database. Instructions for enabling integrations can be found here.

Then, from that same page where you've enabled the integration, click the Actions menu for Advisor Controls and select "Settings":

ac_intid.png

You'll see the above, where you can enter the Integration ID you will need to obtain from Advisor Controls. Then click "save" and you're ready to begin using the integration.

Integration functionality:

After setting up the integration, you can click your Integrations Menu within Redtail and select Advisor Controls:

ac_int_men.png

You'll then see the below (if you've selected the above while within a Contact Record in Redtail):

advisor_controls_options.png

Then, just click the "Send To Advisor Controls" option highlighted above to send the contact over to your Advisor Controls account.

Note: if you are not within a contact record when selecting Advisor Controls from your Integrations menu, the only option you'll see here is Single Sign On, rather than Send To.

Advisor Controls resources:

Website

Contact

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

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk