The Asset-Map + Redtail integration creates increased functionality through a seamless technology experience. With real-time sharing of client data and visual reports, these improvements enhance advisor efficiency while helping you build more meaningful conversations.
Quickly and easily create new households or update an existing household with our synchronization tool. The Asset-Map and Redtail integration is as simple as clicking a button to import the relevant data, whether it be an individual client or an entire household.
View and create household members with associated data found in the client’s current profile on Redtail.
The partner tab displays additional related details, directly from the Redtail platform, for quick reference as well as a link back to the source data within Redtail.
