Blueleaf’s Integration with Redtail

Posted by on February 13, 2013
< 1 minute

Last Updated on July 17, 2020 by Carolyn McRae

redtail hearts blueleaf

Just in time for Valentine’s Day… Blueleaf partners with Redtail!

We’re very excited to announce our integration with Redtail Technology. It’s never been this EASY to sync your data with Redtail. Copy, paste, done. This integration brings users a complete package: Custodial account feeds, account aggregation (held-away accounts), and manual / offline assets are automatically updated every day from ONE source.

Stay tuned for more news about our growing list of partners!

Use Redtail and Blueleaf?

For now, simply e-mail your API key to Redtail Support [support@redtailtechnology.com]. Your API key is found under your Advisor Settings.

Use Redtail and interested in Blueleaf?

Click here to request demo videos of the Blueleaf advisor dashboard and client portal.

 

Author

  • Carolyn McRae

    Carolyn is Blueleaf's in-house marketing guru. She writes on The Blueleaf Blog to make advisors' lives easier, offering practice management and client engagement tips where and when they're useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!

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Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
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