(Redtail) Logicly (from ETFLogic)

Mar 4, 2024
Knowledge

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Integration Name:

Integration Type:

Setting up the integration:

Select Redtail from the Integrations area of Logicly and enter your Redtail credentials and click "Login" to establish the integration:

Integration functionality:

The integration will allow Redtail users SSO (Single Sign-On) access to Logicly investment and portfolio analytics. Once in Logicly, advisors will be able to pull desired portfolio holdings directly from their Redtail accounts into Logicly's portfolio analysis tools.