Integration Name:
Integration Type:
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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