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