Executive Summary – IntegratedAdvisor, LLC

What it is:

IntegratedAdvisor is a web-based subscription software (SaaS) and integration partner with Redtail CRM for financial advisors.

What it provides:

IntegratedAdvisor provides business intelligence dashboards automatically to financial advisors through normal use of their Redtail CRM that track the following:
  • 1. Opportunity Tracking
  • 2. Workflow/Task Management
  • 3. Advisor Activity Measurement
  • 4. Know Your Client Data
  • 5. Key Performance Indicators

Why it is needed:

  • In our combined 80+ years of financial services experience we have found that most advisors don't track key performance indicators because all of their time is devoted to meeting and servicing their clients.
  • We have also found that if this data could be provided to advisors effortlessly and automatically by advisors using their Redtail CRM under normal circumstances, they would find this very valuable.
  • IntegratedAdvisor, LLC was formed to provide a platform for advisors to implement practice management and KPI tracking effortlessly through normal use of their Redtail CRM.

How it began:

  • IntegratedAdvisor, LLC began it's development in 2021 and officially formed in 2023 after successfully building Frandsen Morrill Advisors, LLC which serves over 750 clients, manages over 200 million of assets, and employs 5 advisors, 6 other team members.
  • The ideas and key data points tracked by IntegratedAdvisor started on a spreadsheet 25-years ago and since have been built, maintained, and tested by financial advisors with 80 years of combined experience.
  • The owners of IntegratedAdvisor will continue to function as financial advisors to build and improve our technology with the data most important to advisors.

Who we serve:

Currently we serve financial advisors using Redtail CRM (110k users and 19k firms)

Our Industry and trends:

  • There are over 263k financial advisors currently employed in the United States
  • 62% of advisors use Redtail as their CRM
  • Advisors joining ensemble teams and working together is on the rise.