Redtail Integration

OnBord works directly with Redtail’s API to make sure your client data stays current and your compliance documentation stays organized.

The integration handles:

• Automatic client record creation with complete contact information
• Document storage in the correct client folders for easy retrieval
• Activity logging so your team can see onboarding progress
• Compliance form distribution tracked in your Redtail timeline

Your team keeps using Redtail exactly as before, OnBord just makes it work faster and eliminates the manual data entry that slows everything down.

https://corporate.redtailtechnology.com/