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Aidentified

Integration Name:

Aidentified

Integration Type:

Advisor Tools

Setting up the integration: 

From the Import & Export Manager -> Export page within your Aidentified account, click the Redtail icon, enter your Redtail credentials, and click "Submit":

Redtail_Integration.png

Note: you can setup the integration from within their mobile app as well.

Integration functionality:

After setup, contacts can be pushed to Redtail from either 1) the web version of Aidentified (hovering over a contact's row on the Contact Listing page displays a Redtail icon which, if you click it, pushes the contact to Redtail, or 2) the mobile version (swiping left on a contact from the Contacts page displays an "Add to Redtail" option.

Aidentified resources:

Website

Contact

 

If you are looking for other Advisor Tools, click here!

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