Setting up the integration:
Select Redtail from the Integrations area of Logicly and enter your Redtail credentials and click "Login" to establish the integration:
The integration will allow Redtail users SSO (Single Sign-On) access to Logicly investment and portfolio analytics. Once in Logicly, advisors will be able to pull desired portfolio holdings directly from their Redtail accounts into Logicly's portfolio analysis tools.
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