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

  • Households
  • Investors
  • Accounts and positions


If the household comes in from Redtail CRM, you will see an indicator in the Andes platform on the Households page:



The screenshot below displays accounts coming over from Redtail:


Setting up the Redtail integration in Andes


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

  1. Log in to Andes.
  2. Go to the Integration tab in the top right corner and select Integration Setup > Redtail.


        3. Enter your Redtail login credentials and click Connect.


If you need additional integration points, please contact support@andesrisk.io, or your Andes contact.