This Redtail integration will automatically create 22 tag groups in Redtail to categorize your completed responses – one for each outcome and bias reviewed in the survey. Upon completion of a survey, the integration looks for matches based on name and email address to automatically create a link to the Financial Professional report in Contact Card, apply the relevant tag groups, and create a note in the contact record.
This Wealthbox integration tags your contacts after each completed survey with the outcome and biases uncovered with each survey. Upon completion of a survey, the integration looks for matches based on name and email address to automatically applies tags and create a note in the contact record with links the both Financial Virtues reports.
The Black Diamond Wealth Platform integration will automatically post a Black Diamond Timeline message that includes your client’s survey result (i.e. Bull) along with a a link to their Client report. This message will also be posted to your Advisor timeline within Black Diamond. Simply enter your Black Diamond username and password to link your Atlas Point account with your Black Diamond account.