Account Feed - Portfolio Management
Setting up the integration:
Contact ByAllAccounts and let them know that you want to establish the integration with your Redtail CRM.
They will then send us all the information we need to get this set up on our end.
Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.
Account data is pushed from ByAllAccounts to Redtail based off of the Tax ID Number.
Check out their Resources here!
Check out their website here!
If you are looking for other Data Feeds, click here!