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Redtail Integration

Contents

Introduction

Before You Start

Access Redtail from Tamarac Reporting

Sync Tamarac Data With Redtail Records

Enable Data Sync From Tamarac to Redtail

File Contents

 

Introduction

For those of you who use Redtail, the Tamarac integration offers a seamless connection from your Tamarac Reporting data to your client data in Redtail. This integration ensures that the data you manage in Tamarac flows smoothly into Redtail, helping you maintain consistency across both platforms.

The Tamarac integration with Redtail offers:

This topic provides information about the Redtail integration and how to use it.

Before You Start

This integration must be enabled. To get started, contact your dedicated Tamarac Support team.

Access Redtail from Tamarac Reporting

Single sign-on (SSO) allows seamless access to Redtail without requiring you to sign in directly to the Redtail system. The first time you use it, you will be prompted to sign in to your Redtail account for authentication. After the initial authentication, subsequent SSO access will not require re-entering your credentials.

To access, under your user profile, in Integrations SSO, select Redtail.

Sync Tamarac Data With Redtail Records

Tamarac can generate an accounts and holdings file and export it to an FTP site. Redtail can retrieve this file on your behalf and use it to keep Redtail records up to date with Tamarac data.

This option is not turned on by default. You must enable it if you want to sync Tamarac data with Redtail.

IMPORTANT Note

Enable Data Sync From Tamarac to Redtail

To enable data export to Redtail:

  1. In Tamarac Reporting, select your username.

  2. Select My Profile.

  3. Under Integrations, select Enable Redtail file export.

File Contents

The file contains the following information: