Portfolio Pathway

Integration Name:

Portfolio Pathway

Integration Type:

Account Feed 

Setting up the integration:

  1. In order to establish this account aggregation feed from Portfolio Pathway, you can contact Portfolio Pathway to obtain your unique ID.  
  2. After obtaining, just contact Redtail support at 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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