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
Created by working advisors, IntegratedAdvisor was designed to address these three key problems:
Manual Processes
Hours spent manually tracking new business opportunities.
Limited Visibility
Lack of clear visibility into advisor pipelines and progress.
No Accountability
No system to measure team or partner accountability and performance.
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.
IntegratedAdvisor Dashboards:
Opportunity Snapshot
The Opportunity Snapshot gives advisors an instant overview of their opportunity effectiveness, showing how well they're identifying, managing, and closing new business opportunities.
Opportunity Board
Move opportunities through your pipeline with a simple drag-and-drop board, so every case keeps progressing and nothing slips through the cracks.
Opportunity Pipeline
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.
Opportunity Insights
Get actionable insights from your closed opportunities, helping you uncover trends, refine your approach, and drive better results in future opportunities.
Opportunity Cost
Understand where your team’s time actually goes — track hours by advisor and activity type, and measure the revenue generated for every hour spent.
Opportunity Snapshot
The Opportunity Snapshot gives advisors an instant overview of their opportunity effectiveness, showing how well they're identifying, managing, and closing new business opportunities.
Opportunity Board
Move opportunities through your pipeline with a simple drag-and-drop board, so every case keeps progressing and nothing slips through the cracks.
Opportunity Pipeline
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.
Opportunity Insights
Get actionable insights from your closed opportunities, helping you uncover trends, refine your approach, and drive better results in future opportunities.
Opportunity Cost
Understand where your team’s time actually goes — track hours by advisor and activity type, and measure the revenue generated for every hour spent.
