RedTail

Overview

GoTo Connect's customized integration with Redtail Technology offers wealth management firms a unified client care and communications solution that creates efficiencies and mitigates fiduciary responsibilities.

Using Redtail's API, GoTo Connect's integration offers:

• Simplified Onboarding: Our Redtail integration features an easy to use set up process designed to connect GoTo Connect with minimal hassle.
• Screen Pop: Customer information and note history automatically Pop Up with incoming and out-going calls.
• Log Phone Notes and Call Activities: Make notes during your calls that are automatically added to your Redtail client records. You can categorize and set "priority" to call communications.
• Contact Search: Sync and search your Redtail contacts in GoTo Connect.
• New Contact Creation: Create a contact in GoToConnect and have it sync with Redtail.
• Click-To-Dial: Click on any number within Redtail and have GoToConnect dial it for you.
• Launch Account: Directly access a client’s account by launching Redtail from GoToConnect.
• Daily Summary: See daily call summaries within Redtail including completed/missed calls and call duration.
• Automatic Updates: All updates and fixes are installed automatically when you launch the app.