Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

Flower

Financial Advisor Client Portal System Integrates With Redtail CRM

The Financial Advisor Communication System (FACS), a client portal for advisors, now integrates with Redtail CRM.

The integration of Redtail CRM for advisors with the Advisor Products client portal platform enables advisors to scale their businesses and provide better service to clients. When you assign clients tasks from Redtail, it triggers an email to the client telling him to log into his client portal.

In an advisory firm, tasks managed internally by members of your staff using CRM. Your CRM interface is intended for use by your staff and not with clients. This widget extends your CRM. It allows you and your staff to assign your clients tasks.

When you check off a box in Redtail to share an activity with the client’s portal, it automatically generates an email notification telling your client to sign into his portal. The task shows up in the My Tasks tab in the client’s personal portal. Tasks assigned to clients ideally represent steps in a comprehensive financial plan, and help clients achieve their goals.

Redtail is one of multiple apps advisors use to run their businesses integrated with the FACS client dashboard. The client dashboard gives your clients their financial key performance indicators at a glance. The financial planning widget, arguably the most important client KPI, shows clients whether they are on track to achieve their goals based on their financial plan.

While Redtail is the first CRM, it’s only the latest of many applications used by independent financial advisors to be integrated with the FACS client dashboard. Last month, the MoneyGuide Pro widget went live. It shows your clients their MoneyGuide Pro “confidence rating.” The portfolio performance widgets work with Advent, PortfolioCenter, AssetBook, and Albridge. This summer, Advisors Assistant plans to begin feeding CRM and performance data into the client dashboard.

You can actually run an email campaign in Constant Contact using an autoresponder to send several email reminders until most of your clients upload their wills, final instructions and other information.

The FACS client portal is built for use by investment advisor representatives and uniquely supports transparency. Your client portal is arguably the most important application is your practice. It’s the app clients see!

You client portal cannot be built by a company that makes your CRM, portfolio management or financial planning software.  These technology vendors are not experts at client communications and marketing. We are!

We have published application programming interfaces that let other professionals apps integrated with us and we intend to integrate with any apps that advisors need us to work with. If your vendor doesn’t want to integrate with us, think about finding a new vendor who will operate in your best interest by integrating with best-in-class apps.

If your firm is using advisorvault and wants to turn on the Redtail widget, please email service@advisorproducts.com and we will help you get set up.

 

 

Leave a Reply