How to set up the Redtail integration


Redtail is a leading web-based client relationship management (CRM) software firm serving the wealth management industry.

We’ve partnered with them on an integration that sends client data once a day, allowing you to find important account information associated with the contact in the Accounts area on the contact record in Redtail.

The information sent to Redtail includes:

  • Account information
  • Positions

Enabling the integration

You can set up this integration for your firm by taking the following steps:

  1. Email with your Redtail username.
  2. Once you receive confirmation that the integration is enabled via email, you will be able to see client account information and balances in Redtail. This can take a few business days.


For any additional questions, please reach out to