Integration Name:

By All Accounts

Integration Type:

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.

Integration functionality:

Account data is pushed from ByAllAccounts to Redtail based off of the Tax ID Number.

ByAllAccounts resources:

Check out their website here

If you are looking for other Data Feeds, click here!


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