Redtail

Envestnet’s enterprise Redtail integration provides household linking, client creation and maintenance, the ability to start a proposal from the client record in Redtail, plus a nightly data feed from Envestnet to Redtail containing customer accounts and positions. The Envestnet | Tamarac integration with Redtail is currently an SSO, with a nightly data feed coming in addition to full client synchronization.