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Investigo

Integration Name:

Investigo

Integration Type:

Account Feed 

Setting up the integration:

  1. You will need to contact Investigo in order to initiate the integration between Redtail and Investigo. You can reach Investigo at 866-209-2440 or investigo.support@broadridge.com.
  2. After you have contacted Investigo to request the integration setup, Investigo will notify us of the request and send over the necessary information from their end.
  3. Once we've received the setup request from Investigo, the turnaround time on our end is one business day.
  4. You'll know the feed has begun when you see accounts under Unlinked Accounts.

Integration functionality:

Account data is pushed from Investigo to Redtail.

Investigo resources:

Check our their site here

Click here to return to the list of Data Feeds.

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