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Kwanti

Integration Name:

Kwanti

Integration Type:

Portfolio Analysis

Setting up the integration: 

All setup is performed within your Kwanti account.

Within Kwanti, click the Import button and then select Redtail:

You'll then see an option to activate the integration:

After clicking that link, you'll see the below:

Click the Activate button and then you'll be prompted for your Redtail credentials:

Enter your credentials there and then click Verify. If successful, your setup is complete.

 

Integration functionality:

After the above setup, when you click the Import button and then select Redtail within Kwanti, you'll see the below screen:

There, you can search your Redtail contacts and then import them along with their accounts into your Kwanti application.

Kwanti resources:

Kwanti Website 

Kwanti Setup Video

Kwanti Blog

Kwanti Contact Info

If you are looking for other Portfolio Analysis options, click here! 

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