Yourefolio

Integration Name:

Yourefolio

Integration Type:

Financial Planning Tool

Setting up the integration:

Log in to Yourefolio, click the menu icon in the top right corner and click "Integration Partners":

Click the Integrate Redtail button:

Enter your Redtail credentials and then click Submit:

Integration functionality:

After setting up the integration, you'll next see the below:

You can follow Yourefolio's onscreen instructions to proceed, or contact Yourefolio for further details. 

Yourefolio resources:

Website

Blog

If you have additional questions or would like to learn more about the integration, please email info@yourefolio.com.

If you are looking for more Financial Planning Tools, click here!