# New Client Onboarding for Financial Advisors with Redtail CRM

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Orion, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Redtail CRM — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Redtail CRM](https://calish.com/workflows/tool/redtail-crm/)
- **Role:** [Financial Advisor](https://calish.com/workflows/for/financial-advisor/)
- **Specialty:** Wealth Management
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-client-onboarding-for-financial-advisor-with-redtail-crm/

## The Problem

Onboarding a new Wealth Management client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build in Redtail CRM

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Orion, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Redtail CRM — uses the native API or agent integration so nothing leaves the system of record.

## Redtail CRM Integration Approach

1. **Audit your Redtail CRM configuration.** We map the specific Redtail CRM objects, custom fields, and workflows the automation needs to touch for your wealth management practice.
2. **Build on the Redtail CRM API or agent.** Integration happens inside Redtail CRM — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Redtail CRM with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [New Client Onboarding for Financial Advisors](https://calish.com/workflows/new-client-onboarding-for-financial-advisor/)
- AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Orion, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Other Redtail CRM Automations

- [Client Meeting Prep Pack for Financial Advisors](https://calish.com/workflows/with/client-meeting-prep-pack-for-financial-advisor-with-redtail-crm/)
- [Quarterly Commentary & Client Letter for Financial Advisors](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-financial-advisor-with-redtail-crm/)
- [Portfolio Drift & Rebalance Alerts for Financial Advisors](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-financial-advisor-with-redtail-crm/)
- [Communication Compliance Surveillance for Financial Advisors](https://calish.com/workflows/with/communication-compliance-surveillance-for-financial-advisor-with-redtail-crm/)
- [Loan File Assembly for Financial Advisors](https://calish.com/workflows/with/loan-file-assembly-for-financial-advisor-with-redtail-crm/)
- [Conditional Approval Response for Financial Advisors](https://calish.com/workflows/with/conditional-approval-response-for-financial-advisor-with-redtail-crm/)
- [New Client Onboarding for RIA Firm Administrators](https://calish.com/workflows/with/new-client-onboarding-for-ria-firm-administrator-with-redtail-crm/)
- [Communication Compliance Surveillance for RIA Firm Administrators](https://calish.com/workflows/with/communication-compliance-surveillance-for-ria-firm-administrator-with-redtail-crm/)

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