AdvicePay Financial Advisor Community Blog

Announcing the AdvicePay and Redtail Integration

November 07, 2019 By Mary Moore
Mary Moore

We are excited to announce that AdvicePay has integrated with Redtail CRM, a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

AP Redtail Blog Image

AdvicePay Launches Integration with Redtail CRM

What is Redtail?

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications.

What can I do with the AdvicePay and Redtail integration? 

This new integration enables advisors to sync client data across platforms and, through a single click, access that data in both platforms. Redtail users can map and send client information from Redtail to populate AdvicePay and immediately start the billing process. Additionally, Redtail users can view AdvicePay invoices in Redtail in the same client record.

AdvicePay Redtail Integration

 

How does the integration work?

Check out our full HelpDesk article to get instructions on how to connect Redtail to AdvicePay here.

AdvicePay and Redtail will be hosting a live webinar demonstrating the integration on December 3rd at 12:00 PM MT. 

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Posted by Mary Moore

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.

Topics: Feature Releases