The Growth Platform for Redtail

Integrate Redtail with Nitrogen

Bring the power of Risk Alignment into the heart of your Redtail CRM.

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Leverage the power of Risk Alignment…

Sync Redtail clients directly into Nitrogen and instantly tap into sophisticated analytics of holdings, accounts, and portfolios. When Risk Assessments and Portfolio Analysis paint a picture of misalignment, it’ll quickly put you on the right side of an ACAT form.

…and document it along the way.

Once clients know their Risk Number and have bought into their investment plan, documentation of your fiduciary duty happens automatically in Redtail. Now you can find their Risk Number and their portfolio’s Risk Number directly on their contact page within Redtail. That’s working smarter.

We work together
Our systems speak the same language

Link multiple Redtail contacts within Nitrogen to build a household portfolio and plan. Now you can have a consolidated Risk Number built upon individual Risk Assessments from each member of the household.

Our data is always up-to-date

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

Our staff is collaborative

Trust us — these two Sacramento-based firms love working together to help your business however we can!

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We're deeply integrated
Import contacts

There’s no need to duplicate contact information into separate systems. Redtail and Nitrogen talk to each other to make sure you can pull up the right clients at the right time.

Sync holdings

The days of manually keying in accounts and holdings are over. Redtail seamlessly keeps all your reconciled custodial data up to date in Nitrogen, allowing you to focus more on the human interactions that strengthen your client relationships.

Launch from Redtail

Launch Nitrogen directly from a contact record in Redtail, where you'll then have access to Nitrogen's full suite of features including Risk Numbers, Risk Assessments, and Detailed Portfolio Stats.

Integrate the Nitrogen Growth Platform with Redtail CRM

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