IntegratedAdvisor

Redtail CRM overlay that turns opportunity data into pipeline dashboards and team KPIs for advisory firms

UT, USintegratedadvisor.comNot yet confirmed by the company

What it does

IntegratedAdvisor is a dashboard add-on for advisory firms that use Redtail CRM, aimed especially at ensemble and enterprise practices. It reads opportunity and activity data from Redtail through an approved API integration, so advisors do not have to track new-business metrics by hand.

Dashboards include a KPI snapshot of how well each advisor identifies and closes opportunities, a drag-and-drop opportunity board, a pipeline view with sources, AUM and fees at each stage, analysis of closed opportunities, and time analysis by advisor and activity type. It also sends weekly opportunity summaries and follow-up reminders. A free demo environment with sample data is available.

The tool was built by advisors at a roughly $200M AUM firm and is headquartered in Utah. Solo is $29 per month, Ensemble is $99 per month for up to five users plus $25 per additional user, and Enterprise (10+ users) is quoted.

Best for

Serves: RIAs

Features

Opportunity pipeline dashboard
Advisor KPI tracking
Drag-and-drop opportunity board
Closed-opportunity analysis
Time tracking by activity
Weekly opportunity summaries

Pricing and deployment

Pricing model: Tiered
Published pricing: Solo $29/month; Ensemble $99/month for up to 5 users + $25/additional user; Enterprise (10+ users) on request; free demo environment
Deployment: Cloud