Redtail CRM: How to Integrate

Riskalyze is integrated with Redtail CRM, allowing you to link your Redtail contacts with Riskalyze client profiles, sync your custodial data to Riskalyze, and display a client's Risk Number in Redtail.

In This Article

• Setting up the Integration
• Choosing What to Sync
• Creating a Riskalyze Client Profile from a Redtail Contact
• Linking an Existing Riskalyze Client to a Redtail Contact
• Bulk Sending Redtail Contacts to Riskalyze
• Frequent Questions

Setting up the Integration

The first time you use Redtail with Riskalyze you will need to establish the integration:

• Log in to Riskalyze and navigate to the  ≡ icon (top right of your screen)> Settings: 
  
• Click on the INTEGRATIONS tab, then choose Redtail from the list of options:
• 
  
• Enter your Redtail credentials, then click CONNECT.

The integration will now be established and ready to use!

Choosing What to Sync

After you've established the integration, you can choose what information gets synced from the Riskalyze Integration Settings page. From Riskalyze, go to  MENU -> Settings -> Integrations -> Redtail:

You can enable or disable:

• Push Activities: creates a follow-up activity and corresponding calendar reminder in Redtail each time a lead completes the Lead Generation Questionnaire.
• Push Leads: creates a new contact in Redtail each time a lead completes the Lead Generation Questionnaire.
• Pull Holdings: enables syncing custodial data from Redtail into Riskalyze on a nightly basis. Each morning, you should see the client's up-to-date holdings in that client's active portfolio on Riskalyze.

What Else Gets Synced?

Whenever a client's risk tolerance or active portfolio risk changes, Riskalyze pushes the updated Risk Numbers to that contact's record in Redtail.

Creating a Riskalyze Client Profile from a Redtail Contact

From Redtail, open a Contact and navigate to Accounts. Click the Riskalyze icon and select "Analyze Client Risk." This will populate the Redtail Contact into Riskalyze and analyze the risk in their portfolio.

From the Riskalyze dashboard, click the "Add New Client" button located to the right of your name and firm name. You'll now see a Redtail box and an Enter Manually box. Make sure the Redtail box is checked. Where it says "Enter Client Name" begin typing the name of a client, and Riskalyze will populate matching client names for you to choose from. Click on the client that you would like to sync and a profile will be created in Riskalyze.

Linking an Existing Riskalyze Client to a Redtail Contact

If your Riskalyze and Redtail accounts are integrated, and you already have a client profile in Riskalyze, open the client profile and click on the 3 dot (...)  Actions Menu in the top right and then Integrations.

From here, you can control which Redtail contacts are linked to this Riskalyze client profile. If you link multiple Redtail contacts, Riskalyze will sync and combine all of the holdings into one active portfolio.

To unlink a Redtail contact, go to Actions > Integrations and click the X next to that contact.

Bulk Sending Redtail Contacts to Riskalyze

If you use Redtail Tailwag, you have the ability to bulk send your Redtail contacts to Riskalyze.

1. First, pull up the list of contacts that you'd like to send from within Redtail, for example by clicking Contacts > All:
2. Check the boxes next to each contact you wish to send, then go to Contact Options > Bulk Actions in the upper right:
3. Choose Send to Riskalyze from the list of actions:
4. The selected contacts will be sent to Riskalyze and will appear in your Riskalyze client list shortly!

Frequent Questions

If a prospect fills out the Lead Generation Questionnaire on my website, will their information be copied to Redtail as a Contact?

Yes! If a client fills out the Lead Generation Questionnaire, that client contact info will be used to create a Redtail Contact. You can learn about Embedding the Lead Generation Questionnaire into your website in our Knowledge Base.

Why do I get a message that "this contact is already linked"?

Because Riskalyze pushes a client's Risk Number and active portfolio Risk Number to Redtail, a Redtail contact can only be linked to one Riskalyze client profile.

There are a few reasons you might see this message: (a) the contact might be linked to another client profile in your account, or (b) the contact might be linked to a Riskalyze client profile in another advisor's account. If you use   Riskalyze Team Edition, you can share linked clients with other advisors within your Team. Otherwise, only one advisor will be able to have that contact linked to a Riskalyze client profile.

What if I have two Riskalyze client profiles and two Redtail contacts, and I want them all together?

Choose which Riskalyze client profile you'd like to keep (preferably the profile with a client verified  Risk Number). Delete the other one. Then, open the remaining client profile, click "Actions" in the top right and then "Integrations". Search the client as you would in the above section on "Linking an Existing Riskalyze Client".  The holdings for both contacts will then resync into the active portfolio in Riskalyze.