Account Feed - Portfolio Management
Setting up the integration:
Contact Bridge Portfolio to let them know you want to establish this feed with Redtail.
Make sure to ask your Bridge Portfolio representative for your Relationship Code for Redtail.
You'll then need to contact Redtail support at 800-206-5030 opt. 3 then opt. 2 or via email at firstname.lastname@example.org to provide your Bridge Portfolio Relationship Code, which we will need in order to set this up on our end.
We'll also need the database owner's name.
We'll then set this up on our end and the feed typically begins 2-3 business days after setup. Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.
Account data is pushed from Bridge Portfolio to Redtail based off of the Tax ID Number
Bridge Portfolio resources:
Check our their site and schedule a Demo here!
If you are looking for other Data Feeds, click here!