Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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Redtail Technology Integrates With Advisor Products

How would you like to be able to show clients a list of all of the things you’ve done for them lately?

What if you could automatically feed that list of achieved tasks from your CRM system to a secure personal website for each client?

Or how would you like to be able to assign clients tasks from your firm’s CRM system, and feed these To-Dos automatically to each client’s secure personal website?

This is all totally doable right now.

In fact, these are just a couple of the many powerful features in the new Advisor Products integration with Redtail Technology.

Integration between Advisor Products and Redtail extends one of the advisory profession's most powerful customer relationship management (CRM) software applications to a client-facing application.

Redtail’s easy-to-use web-based CRM system helps you manage your internal staff; Advisor Products' secure Client Portal system helps you communicate with clients effectively.

Redtail CRM tracks and organizes all your client activities. Featuring online calendaring as well as task management, Redtail is easy to use and offers a low cost of ownership.

The Advisor Products Client Portal lets you provide each of your clients with a secure financial home page. Information is fed from your firm's applications for performance management, financial planning, and client relationship management. Client Portals also feature a vault and newsletters written by Advisor Products that are personalized to each client’s profile, making a great presentation of all the information clients need from you.

Utilizing eXtensible Markup Language (XML) feeds, data flows automatically from Redtail to Client Portals and vice versa. The XML feeds save you time and money because you don’t need to re-key data from one application to another.

Using the Advisor Products-Redtail integration is simple. In Redtail, which is a web-based CRM, there’s a page where you fill in details about an Activity your firm is performing for a client.

At the bottom of every Activity page is a checkbox to “Share with Advisor Products.” Checking that box automatically sends that activity to your clients' portals.

Whenever your firm completes an activity for a client, you can insert a note about the completed task in the Activity page in Redtail and it will flow automatically into the corresponding client's portal.

Clients, thus, can see all of the work you do on their behalf. That's important since most of the work advisors do is unknown to clients.

The Advisor Products Client Portal system features a “To Do Manager.” The To Do Manager is where all Achieved Tasks are displayed to your clients.

When you click the “Share With Advisor Products” checkbox in Redtail, that activity is displayed in your client’s secure personal portal as an “Achieved Task.”

In addition to showing clients all of the work your firm does for them, you can also assign clients tasks in Redtail that will automatically be fed for display in To Do Manager.

From the Activity page in Redtail, just pull down the Category menu and choose “Portal Client To-Do.”

That Activity in Redtail, as well as any updates to it, will be fed into the client’s portal.

The integration of these two applications means nothing falls through the cracks with clients anymore.

The integration of Advisor Products with Redtail also makes it easy to provision new client portals, as the demographic information from Redtail can be automatically fed into the Client Portal Platform.

Additional capabilities are being added to the interface between Advisor Products and Redtail. Redtail users will be able to use Advisor Products content to send letters, email newsletters, and other client correspondence. In addition, Redtail's Document Management system will integrate with AdvisorVault, the Advisor Products client vault. Advisors using the Redtail Imaging for document management will be able to share any document with a client through AdvisorVault.

To learn more about the integration, please fill in this form.

A webinar about the integration of these three advisor systems will be held Wednesday, June 10, at 4 p.m. EDT. Register at http://bit.ly/t8tsB.

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