Wealth.com offers an integration with Redtail, a widely used CRM designed specifically for financial professionals. Our Redtail integration makes it easy for advisors to import clients from Redtail into Wealth.com, and view client's estate plan activity within the tool they already use.
In this article, we’ll show you how you can leverage the Redtail integration for improved visibility into your estate planning activity, what data gets pulled, and how to set up your integration.
How You Can Use This Integration
Our Redtail integration enables advisors to do two things:
Import clients from Redtail directly into Wealth.com without having to manually enter them one by one.
See their client’s Wealth.com estate planning activity reflected in their Redtail profile. This streamlined visibility means when an advisor’s client makes an update to their estate plan in Wealth.com, the update is automatically reflected in both places, limiting the need to manually duplicate information so that you can focus on important tasks at hand. For example, advisors can see if a client has accepted their invitation to Wealth, or if a client has started a document, and more based on the data outlined above.
How to Import Clients from Redtail into Wealth.com
Log into your Wealth.com account.
Once in your dashboard, select the dropdown arrow next to Add Client.
Choose the Add from Integration option.
Select Redtail from the integrations list.
A pop-up window will appear prompting you to enter your Redtail login credentials.
Once confirmed, use the checkboxes to select which clients you wish to import.
Voila! Client first name, last name, and email, all get imported into your dashboard automatically. You're in control of whether a Wealth.com invite is sent to each client at the time of import.
Your initial import will update instantly in the platform. After that, data automatically refreshes every 4 hours.
Note: At this time, client imports to not import client assets or financial data. If you imported clients from Redtail after August 7th that included existing contacts you had in Wealth.com, please check for duplicate profiles after your import.
What Data Gets Pushed from Wealth.com into Redtail
Data syncs in real-time when an update occurs. Wealth.com pushes estate plan details into Redtail, including:
Data Field | What it Shows |
Account Status | Whether a client accepted their Wealth.com invitation, become an active user, or decline their invitation |
Estate Plan Type | What plan your client has chosen within the Wealth.com platform: Individual Will Plan, Couples Will Plan, Individual Trust Plan, Couples Trust Plan |
Estate Plan Status | Client progress on completing their estate plan: Not Started, In Progress, Pending Validation, Completed |
Document Status | Status on a specific document that is included in the Client’s recommended document to draft: Not Started, In Progress, Pending Validation, Completed |
Last Login Date | The last date and time when a client logged into their Wealth.com account |
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How to Set Up Your Redtail Integration
Log into your Wealth.com account
Select your initials in the top right corner
From there, select Integrations
Look for Redtail and you’ll see a Not Connected status, click that button to prompt the connection
Enter your Redtail login information in the pop-up window when it appears
After logging into Redtail, you will be asked to Connect
Once you have completed your authorizations, you will see the Redtail integration in your Connections menu update its status to Connected
Congrats, you’ve now successfully set up your Redtail integration!
How to Disconnect This Integration
Log into your Wealth.com account
Select your initials in the top right corner
From there, select Integrations
Scroll down to Redtail and you’ll see a Connected status, click that button to disconnect
Confirm this action when a pop-up window appears asking you to authorize