Your clients accounts data, if accessible in Redtail, can be linked into Portfolio Lab. With a linked account, the portfolio data is transferred automatically from Redtail every time you restart Portfolio Lab.
Please follow these steps to activate the Redtail integration.
Select Import->Redtail from Portfolio Lab 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.