The Growth Platform for Redtail

Nitrogen + Redtail

Bring the power of the Nitrogen Growth Platform into the heart of your Redtail CRM. See firsthand why thousands of advisors are using this powerful integration to reduce redundant data entry and back office tasks, increase their productivity, document their fiduciary standard of client care, and so much more.

Included in:
  • CRM
Questions? Contact Us

 

How it Works

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. 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.

Integration includes:

  • 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.
  • Whenever a client’s risk tolerance or active portfolio risk changes, Nitrogen pushes the updated Risk Numbers to that contact’s record in Redtail.
  • 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.
  • 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.
  • Brand new visibility into a client’s current portfolio, active proposal, and retirement information within Redtail.
  • 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.

 

Get Nitrogen + Redtail

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

        • Log in to Nitrogen and navigate to Menu > 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!

 

Learn More

To learn more about using the Nitrogen and Redtail integration, visit our Redtail knowledge base article, or contact us.

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