CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. Commission Schedule in Accounts Set up.

    I would like to see a commission dollar and percentage option. Portfolio balance is fine but most life insurance and annuity sales are commission based.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Could you please put the Model in the portfolio detail report for clients name

    Could you please put the Model in the portfolio detail report for clients name

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add a field for custodian in "update account" field. For example, custodian would be Pershing, company would be Inland, and product would b

    Add a field for custodian in "update account" field. For example, custodian would be Pershing, company would be Inland, and product would be Inventrust.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Albridge feed

    Albridge feed improvements. When accounts come into the unlinked section the account title is visible, but once they are linked there is not any title. It seems like you could create a field for that to populate into the clients account section since it does come over in the feed.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add a fund number column to the account assets

    The existing columns are Asset Name, Symbol (Ticker), Shares, Price, and balance. Could you add a fund number column too. Lots of paperwork needs the fund number and ticker and it would be nice to have it in one spot in RedTail.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Create ability to link contacts in our database to companies' group policies as clickable or "hot" links to the participants' accounts

    I would like the ability to link contacts in our database to companies' group policies as clickable or "hot" links to the participants' accounts. For example, one of our clients owns a business and has a group Simple IRA as well as a Group Healthcare Policy. However, currently, you cannot list or link the participants contributing to the Group Simple IRA. As for healthcare policy, currently, you can only list the participants on the business account's master policy, but it doesn't link or reflect to the employees' accounts or records. Please fix, it would be extremely beneficial to our company.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. fix SECURITY issues

    Redtail needs to put a priority on the security (or lack of) in this program. I would think your prior security breach would make security the top priority. Apparently not. Two factor does not consistently engage. As a result, if ones password is compromised, Redtail, with SSO just gave the keys to the kingdom to all of our client's data that resides in Redtail, as well as other third party programs. I was out of town at a conference and was not comfortable signing into Redtail without two factor. Even the two factor that is" sometimes enabled" is not the…

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Joint Insured

    For survivorship life insurance (single policy with two insured), the Account page in Redtail allows me to name a Contact in the "Insured 2" field, but the account will not show up for that contact. Survivorship policies can be owned by a Trust, so it is not accurate to name the two insureds as owners - can an account that has a second insured show up under that contact's accounts?

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Addepar integration

    Have an integration with Addepar portfolio management system

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make "contact" a UDF field type.

    It would be useful to be able to use UDFs to link accounts to non-owner contacts. For example, that would allow us to create custom fields for inherited or gifted accounts to better track chains of ownership and more quickly access donor/deceased records.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Rep Code field to Redtail

    Pipe in the the rep code / rep ID automatically from LPL Clientworks and other broker/dealers so that the information doesn't need to be added manually. The rep code indicates important information, like which advisors are responsible for certain accounts, so it would be very helpful to have this show up in redtail automatically so we don't need to manually enter this information again.

    12 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. It would be extremely beneficial to be able to see the AUM by user

    Currently we have offices in different locations but all users under the same Redtail account. The clients are currently assigned to their respective user/team so one can not see the other's client info. We would like to be able to see the AUM by user/team as well.

    7 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Account feed integration with Nationwide

    We have many clients with accounts at Nationwide that do not feed into Red Tail. It would be helpful if Nationwide was an option on the integration list.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. To be able to separate clients by rep code, without the database owner having full access.

    Having a new rep join our firm, we are transferring clients from the database owner to him. However, the data base owner, still has access to all clients they are not easily identified who the client belongs too. There should be a way to have separate access to clients per rep code.

    4 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Entering Contact Data

    Anytime you upload a husband and wife at the same time, any info loaded for one contact should automatically feed into the other contact as well-to avoid redundant entering and save time.

    28 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Create excel reports of account details for accounts or family accounts

    Make excel exports of account details or family accounts details available for advisors to use with account reviews rather than just the pdf version.

    9 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Please add Annuity as an Asset Type

    Please add Fixed / Fixed Index / Variable Annuity under Asset Type in Account settings.
    *** This should be there already since so many others use your system from an Annuity based FMO Platform ... AND HAVE ASKED FOR IT FOR SOME TIME NOW

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Make Albridge downloads more detailed; they are too basic.

    Albridge downloads should include company name, account or product type, holding details and how the account is titled. Currently all we get is an account number and account value.

    7 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Remove Unused Account Types

    We use only eight of the account types Redtail provides - we added an additional six unique to our firm. It would be helpful if we could remove or hid the unused types or change the order so they are at the bottom

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Fund Number Column

    Add a column that includes the fund number in the fund breakdown

    3 votes
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