Portfolio Pathway – Helpdesk

Integration Name:

Portfolio Pathway

Integration Type:

Account Feed

Setting up the integration:

In order to establish this account aggregation feed from Portfolio Pathway, you can contact Portfolio Pathway to obtain your unique ID.
After obtaining, just contact Redtail support at support@redtailtechnology.com with this unique ID and we can get this set up on our end for you.

Integration functionality:

Account data is pushed from Portfolio Pathway to Redtail.

Portfolio Pathway resources:

Check our their site and schedule a Demo here!

Click here to return to the list of Data Feeds.

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