What?

SEI is a digital account opening software that integrates with Redtail CRM. With the integration enabled, your qualifying non-SEI Redtail contacts will be visible in Digital Account Open. 

SEI

 

 

 

How?

IMPORTANT NOTE: Only one user in a Redtail database should enable the integration. If more than one user enables this integration, there is the potential for duplicate non-SEI Redtail contact records to populate in the Digital Account Open search bars.

 

If you have not previously enabled the baseline integration, please complete the steps below to begin the setup process:

• SEI requires a specific authorization form to activate the Redtail integration with SEI. Please contact Datadownload@seic.com to obtain the applicable form.
  SEI (Account Feed)
  
  
• After SEI and Redtail establish the data connection, a few one-time setup steps must be completed to enable the integration features. Follow the instructions below in order to complete the integration and verify functionality.

 

 

 

 

Setting Up the SEI Integration

Before utilizing SEI, the integration must be set up in Redtail CRM. Go to the profile dropdown at the top right of the CRM and select "Manage Your Integrations." Find or filter "SEI" and confirm the ON/OFF toggle has been turned ON. Select the settings cog and then select "Settings."

 

 

The Update Integration Settings modal will be open. Read the information provided and select "Link with SEI Wealth Platform."

 

Log in to SEI Advisor Center. When logging in be sure to check the "Remember Me" box. This keeps the integration set without always having to reenter your password. Complete the multi-factor authentication process. NOTE: You will have to update your password every 90 days.

 

 

Once logged into SEI Advisor Center, click the Links menu. Select Redtail from the dropdown to confirm the link to Redtail was successful. NOTE: If the link doesn’t populate automatically, wait a moment, refresh the page, and the link will populate. Once you’ve successfully logged back into Redtail, log out of Redtail and close your web browser.

 

 

 

• Reopen your browser and log back into Redtail.
  
  
• Go to the integrations icon  at the top of the CRM.
  
  
• From the menu that appears, select "SEI."
  
  
• The SEI modal will open.
  
  
• From the options provided, click "Launch Wealth Platform" to confirm the link back to SEI was successful.

 

 

 

If You Have Enabled the Baseline SEI Integration

 

Return to the Manage Your Integrations page in Redtail. Find the SEI integration, select the settings cog, and then "Settings." Once the Update Integration Settings modal opens, click the contact Sync toggle from “Off” to “On” and click out of the pop-up. Be sure to select the “X” when exiting the Update Integration Settings page. Do not select “Cancel”

 

 

 

• Once you complete these steps, it will take a few minutes for non-SEI clients to populate into The Digital Account Open search bar.
  
  
• When contacts populate, you will see the Redtail icon to the left of the prospect name, indicating that their entry is derived from Redtail.
  
  

 

 

 

 

Using the SEI Integration

In order for a non-SEI contact to populate as a prospect, SEI requires a minimum data capture. The contact in Redtail must have a contact name and at least one of the following:

• Primary Address
• Phone Number
• Email listed.
  EXAMPLE: If the contact has a name and only a non-primary address, the contact will not populate in Digital Account Open; however, if they have a name and a primary address, they will.

 

 

IMPORTANT NOTE: If you are an SEI Advisor Center user with an administrator role, Redtail contacts WILL NOT populate in Digital Account Open. Presently, SEI only supports this integration for SEI Advisor Center users with an advisor, firm all processing, or firm all processing oversight role.

 

As a best practice, have one advisor per firm set this integration. 

 

If there are restrictions that assign a Redtail contact to one or more Redtail users who has not enabled the integration, that contact WILL NOT populate in Digital Account Open. 

 

You may acreate a new contact, update the contact’s information, or delete a contact, and those changes will apply in SEI. 

 

SEI Frequently Asked Questions

Q: How do I know if my Redtail contact is a SEI client? 
A: You will know that a contact is an SEI client because the SEI icon will appear to the left of the contact’s name. Contacts without the SEI icon are considered non-SEI clients.

 

 

Q: What data points flow from Redtail into Digital Account Open?

• Contact first, middle, and last name, or business name
• Date of birth
• Primary address
• Primary phone number
• Primary email
• Tax Identification Number
• Marital status 

 

Q: Where do non-SEI contacts from Redtail populate in Digital Account Open?

• Account owner search
• Grantor on a trust search
• Beneficiaries search
• Third party recipients search

 

Q: Why aren't my non-SEI contacts populating in Digital Account Open search capabilities?

• SEI only pulls in Redtail contacts with the contact type of individual or business. All other contact types won’t flow to SEI.
  
  
• If you have an administrator role in SEI Advisor Center, you do not have access to see Redtail contacts in SEI, but you can enable the integrations so advisor(s) in your office see contacts.
  
  
• There are restrictions on the contact; i.e., a different advisor or team has been assigned to the contact within your Redtail database. 

 

 

SEI Resources

SEI Homepage