Enhance Portfolio Construction & Analysis
Import Redtail Technology data for client accounts into YCharts to create compelling proposals, portfolio comparison reports, analyze performance, risk and asset allocations, and streamline the sharing of client communication and prospecting materials across your team. The Redtail <> YCharts Single-Sign-On (SSO) integration enables you to quickly and seamlessly access YCharts from within your Redtail account.
See the Redtail integration in action
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