Louise by TIFIN

Integration Name:

Louise by TIFIN

Integration Type:

Advisor Tools

Setting up the integration: 

The first time you use Louise with Redtail you will need to establish the integration. Log in to Louise and on the homepage select “Onboard New Families":

 

 

Then, under the Connect Your CRM section, select Redtail:

 

 

Enter your Redtail login credentials and click Login to connect to your Redtail account:

 

 

Integration functionality:

Once connected, you can import all of your Redtail contacts or select groups to import based upon your Redtail Tag Groups:

 

 

Click Import and all selected contacts will be imported along with their spouses and dependents to maintain the family relationships. In Louise, these contacts will be available for you to onboard by clicking Onboard New Family and selecting the contact information from the dropdown.

 

 

Louise by TIFIN resources:

Website

 

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