Investipal
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CRM Integration

Redtail Technology
+ Investipal

Redtail is a web-based CRM for financial advisors that connects with other advisory tools.

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CRM connection

The client, in context.

RedtailRedtail
InvestipalInvestipal
CRM connection
Review setup and workflow scope

Trusted by leading advisory firms

Wellington Altus
Raymond James
Everspire
William Joseph
ProsperPlan
Woodgate

Client contacts, relationship history and advisor workflow.

What Redtail Technology Offers

CRM

  1. Web-based CRM platform
  2. Extensive third-party integrations
  3. Client contact management
  4. Activity tracking and reporting
  5. Workflow automation tools

Why Use Redtail Technology with Investipal?

Client contacts, relationship history and advisor workflow.

  1. Access your CRM from anywhere with web access
  2. Connect with 100+ popular financial tools
  3. Maintain detailed client relationship history
  4. Automate routine administrative tasks

Inside the workflow

Plan your Redtail workflow

Start with the client activity your team already manages in Redtail.

  1. Bring a client workflow

    Show how your team uses Redtail contacts, activities and relationship history.

  2. Find the handoff

    Identify where a prospect or client moves into the investment proposal and onboarding process.

  3. Discuss the configuration

    Review the information, access and settings needed for your intended workflow with our team.

Salesforce ↗

Salesforce helps financial services teams manage client relationships and coordinate their work.

Wealthbox ↗

Wealthbox helps financial advisors manage client relationships and collaborate with their team.