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Envestnet

Integration Name:

Envestnet

Integration Type:

Account Feed - Portfolio Management

Setting up the integration:

Setup is handled by Envestnet, so you can reach out to them to begin that process.

Integration functionality:

Your clients' Account data is pushed from Envestnet to Redtail CRM.

Envestnet resources: 

Website

Contact

Literature

If you are looking for other Data Feeds, click here

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