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. Allow historical account data instead of just a daily snapshot of the client accounts

    We left Morningstar because it was far to expensive for our small firm. The one thing we lack with Redtail that we had at Morningstar is historical account data. The ability to pull a trade blotter from our CRM can be crucial during an SEC exam and that is not possible without historical data. Instead we will have to create the blotter by pulling data together from all of our custodians and manipulating it into the format that the SEC requests. It would be great to just click a button and there it is.

    28 votes
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    5 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    We need an easy way to track cumulative account withdrawals- for both systematic and one-time amounts.

    37 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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