Integration Name:


Integration Type:

Account Feed - Portfolio Management

Setting up the integration:

  1. If you are affiliated with Ndex you can establish an account feed to Redtail.
  2. You'll need to contact Ndex to start the process - Ndex will reach out to us to finish the setup process.
  3. 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 Ndex to Redtail.

Ndex resources:


Click here to return to the list of Data Feeds.

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