Turn Hours into Insights— 
Automate Opportunity Tracking,
Move Beyond Spreadsheets

IntegratedAdvisor eliminates manual tracking by pulling opportunity data directly from your Redtail CRM through our seamless API integration. Advisors finally get a clearer view of their pipeline, helping them identify blind spots before they become problems—and providing an easy way to measure team and individual performance to stay accountable and on target.

Approved Integration Partner with

Redtail Logo

Created by working advisors, IntegratedAdvisor was designed to address these three key problems:

Manual Processes

Hours spent manually tracking new business opportunities.

Limited Visability

Lack of clear visibility into advisor pipelines and progress.

No Accountability

No system to measure team or partner accountability and performance.

Advisors need a better way to track new business—one that doesn’t rely on memory, manual processes, or disconnected spreadsheets, but instead saves time, brings clear visibility to their opportunity pipeline, and provides a way to track team performance and accountability.

The IntegratedAdvisor Mission — to automate opportunity tracking and make new business metrics visible and actionable.

IntegratedAdvisor Solution

IntegratedAdvisor eliminates manual tracking by pulling opportunity data directly from your Redtail CRM through our seamless API integration. Advisors finally get a clearer view of their pipeline, helping them identify blind spots before they become problems—and providing an easy way to measure team and individual performance to stay accountable and on target.

How IntegratedAdvisor Works

Our seamless API connection with your Redtail CRM opportunities allow you to automatically track and visualize your team's progress with elevated clarity.

Official Redtail Integration Partner

IntegratedAdvisor is an official Redtail integration partner and the only partner dedicated to helping advisors track Redtail Opportunities.

Automated Data Sync

Opportunity data from Redtail is securely transferred and refreshed daily in your IntegratedAdvisor dashboards through our seamless and safe API connection.

No Extra Work Required

Simply enter opportunities into Redtail as usual, and IntegratedAdvisor takes care of tracking progress and generating key business insights.

Insights That Drive Action: What You'll Learn from the Data

IntegratedAdvisor doesn't just show you data—it helps you take action. By tracking key business metrics, the platform delivers insights that empower you to improve performance, optimize your pipeline, and drive growth with confidence. Here's what you can uncover and act on:

Opportunity Volume & Source

See how many new business opportunities are being created and where they're coming from (referrals, marketing, centers of influence, etc.).

Opportunity Progress & Next Steps

Track where each case stands in the pipeline and ensure follow-ups and next steps are clearly defined and progressing.

Weekly Activity Trends

Understand how consistently opportunities are being added and worked on across your team.

Conversion Rates

Measure how well your firm is moving prospects through the pipeline to becoming clients.

Average AUM & Fee per Opportunity

Analyze the value of your new opportunities and adjust focus toward higher-impact activities.

AUM Growth & Revenue Generation

Track new assets and revenue brought in over time to evaluate the real impact of new business efforts.

New vs. Existing Client Opportunities

Distinguish where growth is coming from to refine outreach and relationship strategies.

Historical Trends & Forecasting

Use past performance data to forecast future growth and adjust team or firm-wide strategies proactively.

Opportunities in Asset Transfer

Identify cases that are stuck or delayed and take action to move them forward.

These insights give advisors and team leaders the clarity they need to drive results—not just report on them.

It doesn't stop here- Explore these additional insights with IntegratedAdvisor

Total team AUM and Cases won by time period✦Comparison of AUM closed by time period per advisor✦New client AUM closed versus Existing client AUM closed✦Average AUM closed per advisor✦New Opportunities added by time period per advisor✦Closing Ratio per advisor✦New business submitted by time period per advisor✦Opportunity/sales pipeline progression per advisor✦Total AUM/Fees by stage per advisor✦Total opportunities by source per advisor✦Total open opportunities by stage per advisor✦Recent opportunities added with links to Redtail Opportunity✦Date opportunity was last updated✦Next steps per opportunity✦Total days opportunity outstanding (not closed won)✦Total AUM closed won progress to goal✦Total AUM closed won by month✦Total opportunities closed won by source per advisor✦Average days in asset transfer (days till closed won) by source, advisor per time period✦Recent closed won opportunities with links to Redtail opportunity✦AUM, total fees, source, and type (new or existing) of opportunity closed won per time period✦Prospect to client conversion rate✦Historical conversion rate✦
Total team AUM and Cases won by time period✦Comparison of AUM closed by time period per advisor✦New client AUM closed versus Existing client AUM closed✦Average AUM closed per advisor✦New Opportunities added by time period per advisor✦Closing Ratio per advisor✦New business submitted by time period per advisor✦Opportunity/sales pipeline progression per advisor✦Total AUM/Fees by stage per advisor✦Total opportunities by source per advisor✦Total open opportunities by stage per advisor✦Recent opportunities added with links to Redtail Opportunity✦Date opportunity was last updated✦Next steps per opportunity✦Total days opportunity outstanding (not closed won)✦Total AUM closed won progress to goal✦Total AUM closed won by month✦Total opportunities closed won by source per advisor✦Average days in asset transfer (days till closed won) by source, advisor per time period✦Recent closed won opportunities with links to Redtail opportunity✦AUM, total fees, source, and type (new or existing) of opportunity closed won per time period✦Prospect to client conversion rate✦Historical conversion rate✦

IntegratedAdvisor Dashboards:

Opportunities Snapshot

The Opportunities Snapshot gives advisors an instant overview of their opportunity effectiveness, showing how well they're identifying, managing, and closing new business opportunities.

Opportunities Snapshot

Open Opportunities Analysis

See exactly where every open opportunity is in the closing process, along with key details, using this real-time dashboard that keeps you focused and on track.

Open Opportunities Analysis

Closed Opportunities Analysis

Get actionable insights from your closed opportunities, helping you uncover trends, refine your approach, and drive better results in future opportunities.

Closed Opportunities Analysis

Opportunity Details

Explore the deeper insights behind your open and closed opportunities to fine-tune strategies and take more informed actions.

Opportunity Details