IntegratedAdvisor Resources

Discover how IntegratedAdvisor transforms the way financial advisors track and manage new business opportunities.

This video explains why consistently updating your opportunities is essential for maintaining an accurate picture of your pipeline and driving real growth.

This video helps advisors quickly identify where opportunities are getting stuck in the pipeline-so they can take action, remove roadblocks, and keep new business moving forward.

Regularly reviewing your opportunities is one of the simplest yet most powerful habits an advisor can build.

This short video walks leaders and advisors through how to use the Open Opportunity Detail view to quickly identify opportunities that haven't been updated or addressed in a while.

Discover how IntegratedAdvisor makes team meetings more productive by giving advisors clear visibility into their opportunity pipeline.

Learn how to use IntegratedAdvisor data to assess how well an advisor is performing-and whether they're in the right role or contributing effectively to the team's growth.

This video shows how to access the detailed data behind your open opportunities-giving you a clearer view of what's moving, what's stalled, and where to focus next.

This video shows the one simple section in Redtail where advisors (or their team) can input and update opportunities. When used as intended, this unlocks powerful insights in IntegratedAdvisor-no extra tracking or spreadsheets required.

This quick video shows how the Opportunity Snapshot gives advisors a high-level view of their most important new business metrics-so they can instantly see if their opportunity pipeline is healthy, on track, and driving real growth.

In this quick walkthrough, we show you how to use IntegratedAdvisor to track where your opportunities are coming from-and whether those sources are producing real results in new AUM and fees. See what's working, what's not, and make smarter decisions with your marketing and referral efforts.

Watch the replay of our joint Redtail / IntegratedAdvisor webinar introducing how we can unlock Redtail opportunity data and turn it into powerful dashboards to show you what is really happening in your opportunity pipeline.