The Perfect RIA (Invictus)

Integration Name:

The Perfect RIA (Invictus)

Integration Type:

Advisor Tools

Setting up the integration:

To set up the integration, you need to log in to your Perfect RIA account and go to the user settings section in the drop down in the top right. Then, go to Integrations and input your Redtail Username and Password to link a connection:

Invictus_integration_setup.png

Integration functionality:

The integration with Invictus allows you to sync your pertinent Household, Contact, Account, and Beneficiary data from Redtail CRM into the Invictus tool kit to allow easy generation of value adds for clients:

invictus_sync_criteria.png

The Perfect RIA (Invictus) resources:

Website

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

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