How to Set Up and use the Redtail integration in Advizr: Single Sign-on
- Go to your settings at the top right, and navigate to the integrations tab. Select Redtail from the list.
- Enter your log in credentials
- Upon successful link you will see "Connected" next to the Redtail integration.
- Once the integration is connected go to Redtail, and log in.
How to launch a Household info from Redtail to Advizr
- Go to a contact record you would like to make a plan for in Advizr.
- In the contact record, go to the integrations icon at the top right. Select Advizr from the drop down. Click "Send To."
- A new tab will open Advizr, and the financial plan for the household.
Note: If you are not in a contact record you will not see "Send to" under the Advizr integration.
Using the SSO functionality to log into Advizr
- Click the integrations icon at the top right of the page, and select Advizr from the drop-down menu.
*Please note Redtail is not available for Orion subscribers to link directly with Advizr. Please contact firstname.lastname@example.org for more information.