Redtail CRM Integration Overview

This topic provides an overview of Morningstar Office integration with Redtail CRM.

The following topics will be discussed:

What is Redtail CRM?
Which Morningstar Office features are integrated with Redtail CRM?
Why should I use Redtail CRM as the system of record for Morningstar Office?
How do I connect to the various services available within Redtail CRM?
How can I subscribe to Redtail CRM?
Who should I contact for Redtail CRM Support?

What is Redtail CRM?

Redtail is an industry leader in software for Customer Relationship Management (CRM), document imaging and e-mail solutions for financial advisors. Redtail CRM is a web-based, full-featured, and easy-to-use client management solution designed specifically for financial professionals.

Which Morningstar Office features are available through the Redtail integration?

With this integration, advisors who subscribe to Redtail CRM can access Morningstar Office tools and features from within Redtail CRM. the following tasks can be completed without leaving Redtail:

Conduct investment research with the Morningstar Report or Investment DetailTM report.
Keep abreast of timely market information with Morningstar's fair value chart, the Morningstar Market BarometerSM, sector delta graphics, and current news.
Generate portfolio reports directly within the CRM system. Including:
- Investment Detail Report
- Portfolio Snapshot Report
- Portfolio X-Ray Report
- Stock Intersection Report
View client account position data for each client in Morningstar Office.
Use Redtail CRM as the system of record for Morningstar Office.

Why should I use Redtail CRM as the system of record for Morningstar Office?

As part of the integration, Morningstar Office will utilize Redtail CRM as the system of record for contacts, pulling contact information directly from the Redtail system for use throughout Morningstar Office. Enabling this integration creates a single point for managing all client records.

Note: A valid Redtail subscription is required to access reports through the Morningstar system. Client positional data is only available when purchasing Morningstar Office bundled with Redtail CRM. If you have purchased Retail separately, please contact Morningstar support for a bundled subscription offering an additional cost savings.

How do I connect to the various services available with Redtail CRM?

Morningstar Office provides separate controls for each element of the Redtail CRM integration. Click the link for more information on each.

Generating the Access Code for initial integration of the software programs.
Accessing Morningstar Office features from within Redtail CRM.
Pulling client contact information from Redtail CRM into Office.
Sending positional data from Morningstar Office to Redtail CRM.
Converting Morningstar Office contact information and tasks to Redtail CRM. Note: This action can only be performed once.

How can I subscribe to Redtail CRM?

If you would like to subscribe to Redtail CRM send an e-mail to sales@redtailtechnology.com or call 1-877-586-5405.

Who should I contact for Redtail CRM Support?

Morningstar subscribers should contact Morningstar Support for any issues with Redtail CRM integration. They can be reached via e-mail at officequestions@morningstar.com or by phone at 1-866-215-2503.