A Practical Guide to Integrating with Redtail Technology

Unlock the full potential of your financial advisory practice by seamlessly integrating with Redtail Technology, with the help of Milemarker.

iNTRODUCTION

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) solutions for financial professionals. Integrating your applications or services with Redtail can enhance productivity, streamline workflows, and improve client relationships. This guide provides a comprehensive overview of how to integrate with Redtail Technology, including authoritative resources, best practices, and how Milemarker can assist you in maximizing your Redtail experience.

Why Integrate with Redtail Technology?

1. Enhanced Productivity

• Centralized Data Management: Access and manage client information from a single platform.

• Automated Workflows: Reduce manual data entry and minimize errors.

2. Improved Client Relationships

• Personalized Communications: Leverage client data for targeted messaging.

• Timely Insights: Stay updated with real-time client activity and engagement.

3. Scalable Solutions

• Customizable Integrations: Tailor the integration to fit your specific business needs.

• Third-Party Compatibility: Connect with other industry-leading tools and platforms.

How Milemarker Helps You Integrate with Redtail

Milemarker specializes in assisting financial advisory firms to maximize their technology investments by facilitating seamless integrations with platforms like Redtail Technology.

Accessing Orion Data Through Redtail API or Orion DataStream

• Unified Data Access: With Redtail now a part of Orion’s technology suite, Milemarker enables you to access all of your Orion data through the Redtail API or via the Orion DataStream.

• Comprehensive Insights: Combine CRM data from Redtail with portfolio management data from Orion for a holistic view of your clients.

• Streamlined Workflows: Eliminate data silos by integrating these platforms, enhancing efficiency and decision-making.

Sending Data into Redtail

• Read and Write Capabilities: Milemarker helps you not only read data from Redtail but also write data back into Redtail using Redtail-specific API endpoints.

• Customized Data Integration: Tailor the data synchronization to meet your firm’s specific needs, whether it’s updating contact information, logging activities, or importing notes.

• Automated Processes: Reduce manual data entry and the risk of errors by automating data transfers between your systems and Redtail.

Benefits of Integrating with Milemarker

Expertise

Leverage Milemarker’s deep understanding of Redtail’s API and Orion’s data infrastructure.

Efficiency

Save time and resources by utilizing Milemarker’s pre-built integration solutions.

Support

Receive dedicated assistance throughout the integration process, ensuring a smooth and successful implementation.

Authoritative Resources for Integration

To ensure a successful integration, refer to the following authoritative resources provided by Redtail Technology:

1. Redtail API Documentation

•URL: https://support.redtailtechnology.com/s/topic/
0TO4u000000sQrhGAE/api-documentation
• Description: Comprehensive guides on API endpoints, authentication methods, and data models.

2. Developer Portal

•URL: https://corporate.redtailtechnology.com/api/ • Description: Access to developer tools, SDKs, and community forums.

Integration Partners

•URL:https://corporate.redtailtechnology.com/partners/
• Description: List of existing integrations that can offer insights into best practices.

Support and Contact

• Email: support@redtailtechnology.com
• Phone: 1-800-206-5030
• Description: Direct assistance for technical queries and support.

Steps to Integrate with Redtail Technology

Step 1: Obtain API Access • Sign Up for a Developer Account

• Visit the Redtail Developer Portal and create an account.

• Agree to the terms and conditions, including any API usage policies.

• API Key Generation

• After account approval, generate an API key that will be used for authentication.

Step 2: Understand the API Endpoints • Review API Documentation

• Familiarize yourself with available endpoints, such as contacts, activities, and notes.

• Understand the data formats (JSON/XML) and HTTP methods (GET, POST, PUT, DELETE).

Step 3: Implement Authentication

• OAuth 2.0 Protocol

• Redtail uses OAuth 2.0 for secure authentication.

• Ensure your application can handle token generation and refresh processes.

Step 4: Develop and Test Integration

• Sandbox Environment

• Use Redtail’s sandbox environment for testing without affecting live data.

• Validate data retrieval and submission functionalities.

• Error Handling

• Implement robust error handling to manage API exceptions and timeouts.

Step 5: Launch and Monitor

• Go Live

• Switch from the sandbox to the production environment.

• Ensure all API calls point to the live endpoints.

• Monitoring and Maintenance

• Continuously monitor API usage and performance.

• Stay updated with any API changes by subscribing to Redtail’s developer newsletters.

Best Practices for Integration

1. Data Security

• Encryption: Use HTTPS for all API calls to encrypt data in transit.

• Compliance: Ensure your integration complies with industry regulations like SEC and FINRA.

2. Efficient API Usage

• Rate Limiting: Be mindful of API rate limits to prevent service interruptions.

• Batch Requests: Use batch operations where possible to optimize performance.

3. User Experience

• Seamless Interface: Design your application for intuitive navigation and usability.

• Feedback Mechanisms: Provide clear messages for successful operations and errors.

4. Documentation

• Internal Docs: Maintain thorough documentation for your development team.

• User Guides: Create guides to help end-users understand new features resulting from the integration.

Common Integration Scenarios

1. Syncing Contact Information

• Objective: Keep client contact details updated across platforms.

• Implementation: Use the Contacts API to fetch and update contact records.

2. Activity Management

• Objective: Track meetings, calls, and tasks.

• Implementation: Integrate with the Activities API to create and manage activities.

3. Notes and Interaction Logs

• Objective: Maintain a history of client interactions.

• Implementation: Utilize the Notes API to record and retrieve interaction notes.

4. Accessing Orion Data Through Redtail

• Objective: Combine CRM data with portfolio management data for comprehensive insights.

• Implementation: Use Milemarker to access Orion data through the Redtail API or Orion DataStream.

5. Sending Data into Redtail

• Objective: Update Redtail CRM with data from other systems.

• Implementation: Leverage Milemarker’s expertise to write data into Redtail using specific API endpoints.

Troubleshooting Tips

API Limits Exceeded

Solution: Implement exponential backoff and check the API’s rate limit headers.

Authentication Failures

Solution: Verify the validity of access tokens and ensure correct OAuth flow implementation.

Data Inconsistencies

Solution: Regularly audit data synchronization processes and use checksums or versioning.

Conclusion

Integrating with Redtail Technology can significantly enhance your firm’s operational efficiency and client service offerings. Milemarker stands ready to assist you in maximizing your Redtail experience by facilitating seamless integration, accessing Orion data through Redtail, and enabling both reading and writing of data into Redtail.

If you’re curious about how to get started with making the most of your Redtail Technology experience, please do not hesitate to reach out to the team at Milemarker today.

Frequently Asked Questions

How does Milemarker help access Orion data through Redtail?

Milemarker enables you to access all of your Orion data through the Redtail API or via the Orion DataStream. Since Redtail is now part of Orion’s technology suite, this integration allows for seamless data flow between your CRM and portfolio management systems.

Can Milemarker help write data into Redtail?

Yes! Milemarker assists you in sending data into Redtail using Redtail-specific API endpoints. This means you can not only read data from Redtail but also write data back into it, updating client information, activities, and more.

Is there support available to help integrate Milemarker with Redtail?

Absolutely. The Milemarker team offers dedicated support to guide you through the integration process, ensuring a smooth and successful implementation.

Do I need technical expertise to integrate with Redtail using Milemarker?

While some technical knowledge is helpful, Milemarker provides tools and support to simplify the integration process, making it accessible even if you have limited technical expertise.

Contact Milemarker Ready to enhance your Redtail Technology experience? Reach out to the Milemarker team today!