Performance Reporting, Billing, and Rebalancing
Setting up the integration:
Within your Capitect account, expand your Integrations menu and select Data Sources:
Under "Add CRM", select Redtail:
You'll then be prompted to enter your Redtail username and password and click Authorize to complete setup:
Once you've authorized the integration, you can then choose which households and their underlying family members you would like to add from Redtail CRM to your Capitect dashboard:
If you are looking for other Advisor Tools, click here!