IntegratedAdvisor Resources

Learn how to use the power of using Microsoft tools for greater visibility in new business opportunities.

Discover how IntegratedAdvisor makes team meetings more productive by giving advisors clear visibility into their opportunity pipeline.

Discover how IntegratedAdvisor transforms the way financial advisors track and manage new business opportunities.

This video helps advisors quickly identify where opportunities are getting stuck in the pipeline—so they can take action, remove roadblocks, and keep new business moving forward.

Learn how to use IntegratedAdvisor data to assess how well an advisor is performing—and whether they’re in the right role or contributing effectively to the team’s growth.

This video shows how to access the detailed data behind your open opportunities—giving you a clearer view of what’s moving, what’s stalled, and where to focus next.

This video shows the one simple section in Redtail where advisors (or their team) can input and update opportunities. When used as intended, this unlocks powerful insights in IntegratedAdvisor—no extra tracking or spreadsheets required.

This quick video shows how the Opportunity Snapshot gives advisors a high-level view of their most important new business metrics—so they can instantly see if their opportunity pipeline is healthy, on track, and driving real growth.

In this quick walkthrough, we show you how to use IntegratedAdvisor to track where your opportunities are coming from—and whether those sources are producing real results in new AUM and fees. See what's working, what’s not, and make smarter decisions with your marketing and referral efforts.