YCharts + Redtail: Leveraging the NEW Integration for Portfolio Construction & Analysis
In this webinar, Redtail joined YCharts to review:
• How to seamlessly import portfolio data from Redtail into YCharts
• Popular workflows for building and analyzing portfolios in both YCharts and Redtail
• Tools and features to elevate your proposal generation, client communication, and more!
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*Disclaimer: Any investment ideas communicated in this video are solely for product demonstration purposes, and are not meant to serve as investment advice.