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1. Altruist integration with account opening and importing daily account values

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   2 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Lucas Nettles commented  ·  Aug 20, 2025  ·  Delete…

   This! Yes, let's pull in account values through daily data sync.

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   Lucas Nettles supported this idea  ·  Aug 20, 2025