The Financial Advisor Communication System (FACS), a client portal for advisors, now integrates with Redtail CRM.
The integration of Redtail CRM for advisors with the Advisor Products client portal platform enables advisors to scale their businesses and provide better service to clients. When you assign clients tasks from Redtail, it triggers an email to the client telling him to log into his client portal.
In an advisory firm, tasks managed internally by members of your staff using CRM. Your CRM interface is intended for use by your staff and not with clients. This widget extends your CRM. It allows you and your staff to assign your clients tasks.
When you check off a box in Redtail to share an activity with the client’s portal, it automatically generates an email notification telling your client to sign into his portal. The task shows up in the My Tasks tab in the client’s personal portal. Tasks assigned to clients ideally represent steps in a comprehensive financial plan, and help clients achieve their goals.
Redtail is one of multiple apps advisors use to run their businesses integrated with the FACS client dashboard. The client dashboard gives your clients their financial key performance indicators at a glance. The financial planning widget, arguably the most important client KPI, shows clients whether they are on track to achieve their goals based on their financial plan.