eMoney Integration for Trust or Business accounts
Our firm would like to suggest that Redtail consider an upgrade so that eMoney for non-personal/Business and Trust accounts are able to be part of the integration process.
Thank you!
Arleen Dudash
Blake-Schutter Wealth Advisors LLC
arleen.dudash@blakeschutter.com
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As it pertains to the integration with eMoney, I contacted the help desk to determine if Business or Trust accounts integrate from Redtail to eMoney. To my surprise, I would told that Redtail does not allow integration to eMoney for these types of accounts and that it was only individual/personal clients that integrate at this time.
We hope Redtail will enhance their system so that all account types can be integrated.
Thank you!