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Redtail + Smart Kx

Welcome to the innovative integration of Smart Kx with Redtail, designed to revolutionize the way you manage client onboarding.

Our Redtail integration simplifies the process of transferring client data, contract management, and maintaining up-to-date client records. By integrating Smart Kx’s efficient data handling capabilities with Redtail’s robust client management system, we ensure a smoother, more efficient onboarding experience for both advisors and clients. 

If you’re already using Smart Kx and need guidance on integrating it with Redtail, head over to our knowledge base for detailed instructions.

How it Works

Step 1. Smart Kx seamlessly transfers data from Redtail directly into the contract.
Step 1. Smart Kx seamlessly transfers data from Redtail directly into the contract.
Step 2. All regulatory documents and the contract are sent to the prospective client for signature.
Step 2. All regulatory documents and the contract are sent to the prospective client for signature.
Step 3. Your new client receives the documents and, upon signature, your firm receives a signed client agreement.
Step 3. Your new client receives the documents and, upon signature, your firm receives a signed client agreement.
Step 4. The signed documents are automatically saved in Redtail Imaging.
Step 4. The signed documents are automatically saved in Redtail Imaging.
Step 5. The contact status in Redtail is updated to "Active Client" and the "Know Your Client" dates are updated to reflect the new status.
Step 5. The contact status in Redtail is updated to "Active Client" and the "Know Your Client" dates are updated to reflect the new status.

Supercharge Your Redtail CRM with Custom Smart Kx Workflows

Unlock the full potential of your CRM with our free Smart Kx and Redtail workflows, tailored specifically for Redtail users. Experience a streamlined, efficient approach to client onboarding and billing that saves time and enhances client relations. Stephanie Dannebaum and the team at SD Consulting blend technology with deep workflow optimization expertise to provide solutions that are easy to implement within your current Redtail system. Request your free workflow today!

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