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Redtail CRM + AdvicePay

By integrating Redtail and AdvicePay, advisors can easily sync client data across platforms.

Requirements

  • Customer on Professional or Enterprise plan of AdvicePay

  • Redtail account

Begin the new client billing process immediately

Create new client records in AdvicePay by sending information from Redtail to save time creating their first invoice or subscription.

View recent invoices without switching apps

Quickly check the status of a linked client’s recent invoices directly from their Redtail contact record and download invoice PDFs.

How does it help?

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Eliminate Manual Work

By connecting Redtail and AdvicePay, you’ll eliminate the need to enter the same information in multiple systems

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Streamline Your Day

Have fewer open tabs with easy access to AdvicePay invoices inside Redtail contact records

What you can do with AdvicePay + Redtail

  • Prevent potential data entry errors and resulting mismatches in client records across platforms
  • Boost productivity by reducing the need to switch between applications to see invoice information

Who is it for?

  • AdvicePay customers who use Redtail to manage their client relationships

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Get started with Redtail and AdvicePay

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