SEI Integrations

Integration Name:


Integration Type:

Account Feed - Data Aggregation

Setting up the integration and/ or SSO:

SEI requires a specific authorization form to activate the Redtail integration with SEI. Please contact to obtain the applicable form.

Integration functionality:

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

SSO allows you to sign on to their page from the Redtail Integration section

APP resources:

The SEI resource page

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



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