Accounts from Redtail may be linked into Kwanti. With a linked account, the portfolio position data is transferred automatically from Redtail every time you restart Kwanti.
Note: Only the latest portfolio positions are transferred. The portfolio history (transactions) is not transferred. In the performance section, Kwanti will show results based on the hypothetical you choose in the Simulation drop down.
Please follow these steps to activate the Redtail integration.
Select Import->Redtail from the application's main screen. To link an account:
- Select a client from the list of contacts
- Select one or more of the client's accounts from the list of accounts
- Click 'Import'
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.