Integration Name:

 

PlanFacts

 

Integration Type:

Financial Planning Tool

 

Setting up the integration:

1. Before setting up this integration, one of your database admins will need to enable it within your CRM. Instructions for doing so can be found here.
2. Then, from the Manage Integrations page where the integration was just enabled, you will need to click Settings under the Actions menu for PlanFacts:
   
   
    
3. You'll then see the below modal, where you can enter your Integration ID (obtained from PlanFacts) and then Save:
   
    

 

 

 

Integration functionality:

1. After setup, you can click your Integrations Menu in Redtail and select PlanFacts. You'll then see the below, allowing you SSO into your PlanFacts account:
2. If within a contact record when selecting PlanFacts from your Integrations Menu in Redtail, you'll also see an option to send that contact to PlanFacts:
   
   
    
3. After selecting that option, you can then work with that contact in PlanFacts using their available tools.

 

 

 

PlanFacts Resources:

 

Site

 

Live Online Training

 

If you are looking for more Financial Planning Tools, click here!