Redtail Integration in Andes Print

Created by: Andes Wealth Tech Support

Modified on: Thu, 22 Jan, 2026 at 9:51 AM

The Andes/Redtail integration brings your clients and prospects from Redtail to Andes Risk Platform including:

Setting up the Redtail integration in Andes

To connect the Redtail integration in Andes, follow these steps:

1. Login to Andes.

2. Navigate to Integration → Integration Setup → Redtail

3. Then enter your Redtail credentials and click 'Connect'.

If you need additional integration help, please contact helpdesk@advyzon.com., or your Andes contact.

Andes is the author of this solution article.

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Redtail Integration in Andes Print