IntegratedAdvisor believes that advisors shouldn’t have to rely on manual effort to track their new business opportunities. Built by a 27-year advisor and Redtail user,
IntegratedAdvisor connects directly to Redtail CRM to automatically track opportunity data and deliver up-to-date dashboards that show how effectively advisors are creating,
managing, and closing new opportunities.
IntegratedAdvisor is excited to partner with GReminders, whose AI tools help advisors identify new opportunities directly from client meetings and sync them into their Redtail CRM. Together,
the solutions offer a powerful one-two punch: GReminders identifies and logs the opportunity, and IntegratedAdvisor tracks its progress—helping advisors save time,
stay focused, and drive team accountability. Our partnership bridges the gap between conversation and conversion—giving advisors end-to-end visibility from discovery to close.