Integrations

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report, something we need to Restore from the classic CRM interface)!

We want to hear from you! How can we improve our CRM software to better serve your business?

In this section, please let us know if any of our existing integrations with other services could use improvement.
If you don’t see that we integrate with another service, but you’d like to see us do so in the future, please let us know what that service is and what the benefits of establishing an integration with that service would mean for your business!

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  1. Automatically upload client quarterly statements from Orion into each individual CRM record.

    Automatically upload client quarterly statements from Orion into each individual CRM record. This would save a ton of time by not having to go into each individual record and download the statement separately.

    1 vote
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Auto import Portfolio Center Feed from Tamarac

    Auto Import Portfolio Center feed so it doesn't have to be manually imported everyday.

    6 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  3. BlackRock/iShares 529 Integration

    It would be great to see an integration with BlackRock, specifically their iShares 529 plans. Thank you for considering this partnership!

    3 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  4. know your client integration

    Is there any possibility of this section integrating with other software such as the account opening toll in Wealthscape, for example?

    2 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  5. RedTail Schwab Integration compared to SalesForce

    SalesForce can integrate with Schwab:
    MoneyLink (Monthly savings and distribution info)
    Beneficiaries
    Alerts
    and more detailed info

    Schwab tells me it is capable of sending this to RedTail but RedTail isnt accepting this yet.

    WHY?

    12 votes
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    2 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Fidelity Charitable Giving Accounts include in feed to Redtail

    Please include Fidelity Charitable Giving Accounts in feed to Redtail, as they fall under same G# as brokerage account data.

    1 vote
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Albridge Feed Missing Company Name and Registration Type

    The data feed into Redtail from Albridge does not map the company name that the account is associated with. Additionally, the registration type is not mapped. We have over 45,000 accounts in our Redtail database and adding this information on a per account basis is unrealistic.

    141 votes
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    14 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Beneficiary import from Veo

    Allow VEO to automatically import beneficiary information for each account in RT. At the moment, we have to go in and add beneficiaries manually and because this wasn't done to begin with, it is a long process. VEO and RT already talk to each other so why not allow the option to import the beneficiaries for each account. As part of our client review process, we like to verify the beneficiary information for each account is correct so being able to pull that out of RT along our client's contact information would be very helpful.

    4 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Interactive Brokers

    Would it be possible to add an Interactive Brokers integration? Something to automatically pull information from Interactive Brokers onto Redtail CRM?

    15 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  10. T. Rowe Price

    Account Feed / Integration with T. Rowe Price

    3 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make Albridge Values Live

    Redtail account values need to match current day Albridge values being imported. The values shown in Redtail are always a day behind Albridge, the values should match. Day old values cause major issues when using Redtail with Riskalyze automated trades. Other CRMs have the current days data from Albridge, Redtail should have current day Albridge values too, else I have to use one of the other CRMs.

    15 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Integrated RMD Info

    I would love to be able to connect SEI & LPL, etc and allow their RMD fields to flow in as well so the things everyone is saying you should add fields for (amount, automated, etc) automatically populate with the integration. Make my year and be able to grab it from Albridge (if only these custodians would share it with Albridge).

    9 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Statements/Tax Forms download with account

    I want you to ask custodians to deliver account statements and tax forms along with the account data (saved in the documents section automatically).

    9 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Custodian Alerts Should Drive Workflows and Activities in RT

    Custodians issue alerts to RIAs that are available in the integration. For instance, Schwab Open View gateway can pass on Schwab's alerts to the CRM and the CRM can create a pre-determined workflow or activity in response. These alerts include Cost Basis, Address Change, Client Trading, and more. I think this would be pretty quick integration as you already permit workflows to be created based on Activity Types.

    9 votes
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    1 comment  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  15. clientworks

    Ticker symbols need to pull through from clientworks so that account assets are accurately displayed rather than "Consolidated assets". This would make the integration to financial planning tools much more useful eliminating a great majority of manual input.

    10 votes
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  16. Integrate with PennMutual

    We would love to see an integration with Penn Mutual's new InSight app so that we can get account value feed from them into our Redtail account.

    3 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  17. ticker

    some fund companies (for example Blackrock and Invesco) do not send ticker symbols with accounts to aggregation software like Investigo. As a consequence when Redtail feeds are sent to programs like Riskalyze, since there's no ticker symbol, Riskalyze will assign a proxy that may not be appropriate. Would like to be able to add a ticker symbol if none shows up in the feed from Investigo. ideally this shouldn't be a problem if Investigois sending nothing over as far as a ticker symbol goes. Obviously if they to send a ticker symbol over (as American funds does send ticker's), this…

    3 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Account Title/Name/Type in Orion Integration

    Until two weeks ago, we had the Account Title/Name/Type in the Orion feed... but that disappeared and now it is just Acct # and SSN. Now we have to link 1,000 accounts without that identifying information... huge operational issue. Please update the data feed to include Account Title/Name/Type from Orion.

    23 votes
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    3 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Integration with Computershare

    Would like to have Integration with ComputerShare for the ability to view client accounts via Redtail

    6 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Jackson integration

    jackson integration

    *This post was also for Fidelity wealthscape- which is currently available:
    https://help.redtailtechnology.com/hc/en-us/articles/203976190-Fidelity-Wealthscape-NFS-

    5 votes
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