Executive Summary (TL;DR) The RetireReady integration connects Redtail CRM to The Retirement Analysis Kit (TRAK-Online), so advisors import client contacts once and keep account balances current without re-keying data. Client import flows one way from Redtail into TRAK-Online, and imported accounts sync directly from Redtail on the TRAK Accounts tab. This article covers: - Why the RetireReady TRAK integration with Redtail saves administrative time - What the integration connects and how client data moves between systems - How to enable two-factor authentication, connect Redtail, import contacts, and sync balances

 

 

What Does This Article Help Solve?

Common Real-Life Questions Users Ask About the RetireReady TRAK Integration With Redtail

"How do I get my Redtail clients into TRAK-Online without entering everything twice?"

"Why can't I edit the current account balance for a client I imported from Redtail?"

"How do I keep my client account balances up to date in TRAK?"

"Do my changes in TRAK-Online update my Redtail records?"

"How do I import a client and their spouse so I can run combined reports?"

 

 

Article Quick Links

Why Use the RetireReady TRAK Integration With Redtail?

What is the RetireReady TRAK Integration With Redtail?

How Does the RetireReady TRAK Integration With Redtail Work?

 

 

Why Use the RetireReady TRAK Integration With Redtail?

• Import clients from Redtail directly into TRAK-Online, so you enter the same information once instead of twice.
  
  
• Bring client accounts into the Gap Analysis program to illustrate retirement readiness faster.
  
  
• Sync current account balances from Redtail to keep client information up to date and reduce manual updates.
  
  
• Reclaim administrative time and spend more of each meeting educating clients on their retirement questions.
  
  
• Move client conversations from sales to education with clear, visual retirement illustrations built on current data.

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What is the RetireReady TRAK Integration With Redtail?

RetireReady Solutions provides retirement planning software designed to help financial advisors educate clients and participants with confidence. Its flagship product, The Retirement Analysis Kit (TRAK), helps advisors answer real-life retirement questions through clear, visual retirement illustrations across the 401(k), 403(b), 457, and federal retirement markets. TRAK supports retirement needs analysis, paycheck analysis, Social Security timing, Roth conversions, tax-wise retirement income strategies, pension maximization, and more, and includes over 700 built-in pension plans.

 

The Redtail integration connects your Redtail CRM to TRAK-Online. Import your clients directly into TRAK-Online, bring their accounts into the Gap Analysis program, and sync current account balances so client information stays current. Client import flows one way from Redtail into TRAK-Online, so changes made in TRAK-Online do not upload back to Redtail.

 

Learn more about the software on the RetireReady Solutions Website, or log in to the platform through the TRAK-Online Login. To try TRAK-Online first, start a two-week trial through the TRAK-Online Free Trial Registration.

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How Does the RetireReady TRAK Integration With Redtail Work?

The integration lives inside TRAK-Online under Integrations. TRAK-Online currently integrates only with Redtail CRM accounts. Complete the steps below in order to connect Redtail, import contacts, and keep balances current.

 

Before You Begin: Enable Two-Factor Authentication

The Redtail integration requires two-factor authentication on your TRAK-Online account.

• Open your TRAK-Online account user settings.
  
  
• Locate the two-factor authentication setting.
  
  
• Enable two-factor authentication if it is turned off, then return to the Integrations page.

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Connect TRAK-Online to Redtail

Generate an Access Token in Redtail and use it to link the two accounts.

• Navigate to Integrations in TRAK-Online.
  
  
• Follow the on-screen steps to generate your Access Token from your Redtail account.
  
  
• Enter the unique token in the provided field.
  
  
• Click Connect to Redtail.

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Select and Import Your Redtail Contacts

Once Redtail connects to your account, the client management options appear.

• Search the Redtail contacts shown on the Redtail Integration Options screen.
  
  
• Check each client to add to your TRAK-Online client database.
  
  
• If your Redtail account holds many clients, use the load-more option to view additional pages of contacts.

Note: Client import works one way into TRAK-Online. Changes made in TRAK-Online do not upload to Redtail.

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Choose Your Client Import Options

Set how TRAK-Online handles duplicate names and family groups before you import.

If TRAK-Online Has a Client With the Same Name

• Update the existing client when the name matches, or
  
  
• Always create a new client.

For Redtail Contacts in the Same Family

• Combine the client and spouse into a single client file to run combined reports, or
  
  
• Import each contact individually to generate separate reports in TRAK-Online.

 

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Sync Account Balances on the TRAK Accounts Tab

Accounts for imported clients appear automatically on the Accounts tab. TRAK pulls each current balance directly from Redtail, so that value is not editable in TRAK. All other account input fields remain editable.

• Update the client's data in Redtail.
  
  
• Open the Accounts tab in TRAK for that client.
  
  
• Click the Sync With Redtail button to update the current balance.

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In Summary Enable two-factor authentication in TRAK-Online before starting, since the Redtail integration requires it. Generate a Redtail Access Token, enter it in TRAK-Online, and click Connect to Redtail to link the accounts. Search and select Redtail contacts to import, then choose how to handle duplicate names and family groups. Remember that client import flows one way: changes in TRAK-Online do not upload back to Redtail. Update a balance in Redtail, then click Sync With Redtail on the Accounts tab to refresh the current balance in TRAK.