Your Team Works—
IntegratedAdvisor Keeps Score
Most advisory firms know they should track KPIs—but few have the time or desire to track them manually. IntegratedAdvisor turns your Redtail CRM data into an automated team scoreboard that provides visibility into your new business pipeline and advisor effectiveness—helping ensure no new business opportunities fall through the cracks.
Approved Integration Partner with
Created by working advisors, IntegratedAdvisor was designed to address these common problems:
No Time to Track KPIs
Advisors know they should track performance, but manual reporting takes time they simply don’t have.
Limited Pipeline Visibility
Without a clear view of new business opportunities, it’s difficult to know what needs attention and keep business moving forward.
No Team Scoreboard
Without shared performance metrics, firms lack the positive accountability needed to keep everyone focused and working toward the same goals.
IntegratedAdvisor Solution
IntegratedAdvisor is an approved Redtail CRM overlay that pulls data directly from your CRM through our seamless API integration. It automatically tracks KPIs around new AUM acquisition and your team’s effectiveness in advancing opportunities. Additionally, it provides clear pipeline visibility and a shared team scoreboard that encourages positive accountability—all through your team’s normal use of Redtail.
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 your full new business pipeline and exactly where every opportunity stands in the closing process. Uncover blind spots and bottlenecks while viewing opportunity sources and total AUM and fees at each stage—helping your team identify what needs attention and keep business moving forward.
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 your full new business pipeline and exactly where every opportunity stands in the closing process. Uncover blind spots and bottlenecks while viewing opportunity sources and total AUM and fees at each stage—helping your team identify what needs attention and keep business moving forward.
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.
