yCharts Integration
With yCharts growing as quickly as it has been as an alternative to Morningstar Workstation, it would be nice to have it integrated with Redtail so that we can quickly run reports/analysis on client portfolios and/or research different investments in one place.
15
votes
Laurence
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!