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. 1 vote
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    1 comment  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →
  2. API Integration with Holistiplan

    API integration with Holistiplan to bring in the key figures to client record in Redtail.

    9 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Allow integration to Microsoft SharePoint shared folders

    Currently all of our contact's documentation is stored on Microsoft SharePoint. It would be ideal if we could link to the shared folder as opposed to having to upload all documents and have documentation in two places.

    9 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  5. Addepar integration

    Have an integration with Addepar portfolio management system

    6 votes
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    1 comment  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  6. dymo

    Please have an integration for DYMO Label Printer. I don't know if this will ever happen but it would be great if we could print single addresses from a Dymo Label printer.

    Or at the very least make a button I press that will show a contact label that I can copy and paste into the Dymo label writer software.

    PLEASE PLEASE PLEASE make this happen! Thank you!

    49 votes
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    11 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    12 votes
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    1 comment  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  8. push documents in ClientWorks to RedTails automated through the integration.

    push documents in ClientWorks to RedTails automated through the integration.

    3 votes
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    0 comments  ·  Broker Dealer Specific  ·  Flag idea as inappropriate…  ·  Admin →
  9. linkedin

    integration with LinkedIn would be awesome, so that you could create a new contact using their LinkedIn information, or at the least their name, picture, etc. I'm pretty sure this is a feature that LinkedIn makes available to CRM systems so hopefully you will explore further. Thanks!

    19 votes
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    2 comments  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →
  10. Laser App

    We have information about the client that we would like to enter but we do not have fields in Redtail to input that information that will then feed to Laser App.

    12 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. FMG Suite integration

    In syncing contacts to FMGSuite, we need to see Quicklist Tags. Not just Tag Groups. Since Tag Groups are static, they are of limited usefulness for the purpose of identifying categories to send emails to. Since Quicklists are dynamic, I can count on the correct client records being in given Quicklists.

    12 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  12. Schwab has a new Digital account open tool, please develop integration with this tool (Orion, Black Diamond and Tamarac are already on)..

    It seems like a waste of time to use Lazer App when Schwab could interface directly with Red Tail for account opening.

    9 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Drivers license info feed into Laser App

    Drivers license info feed into Laser App as well in contact data

    9 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  14. Citrix Sharefile File Explorer Link

    You have a citrix integration, this is kind of useless as it requires the downloading and uploading of files to use them. Please integrate a button that would "open the windows file explorer location" of the files (assuming citrix files or sharefile sync are installed on the local machine)

    Ive tried to figure out how to put the direct folder location as a website link in the client contact card but am unable to make it work.

    12 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  15. Automated FNA

    Would love to be able to send a Redtail FNA directly to client and have their responses/filled out form uploaded directly to their contact.

    1 vote
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  16. Have more fields send to MailChimp, incl. tags/keywords as tags in MailChimp

    Currently Email, First Name, Last Name, and Nickname send to MailChimp. Should not take much to send additional info, starting with tag or keyword to match tags over on the MailChimp side. In addition would love to see the address, phone, and date-of-birth fields come over.

    14 votes
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  17. evernote

    It would be great if we could update notes within CRM. :( The integration information states that we should be able to do that, but we can't.

    1 vote
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  18. eMoney Observations and Next Steps in Redtail

    It would be great to be able to see the Observations and Next Steps section for the eMoney software in our redtail platform. We use the Observations section for our high-level finanacial planning recommendations. Further, we use the Next Steps to list action items for both the client and advisor to complete. It would be great to see these two sections on the client card, especially right before our advisors make a call to the client in order to be abreast of their planning status.

    9 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  19. scheduling

    Currently we create a Schedule Meeting Task for our current client/contact list that reminds our front office on a quarterly, semi annually, or annually basis to reach out to the client and schedule an appointment for a portfolio review. I was trying to eliminate the amount of time the staff spends on the phone and going back and forth with lients to schedule appoints so I thought I could integrate a scheduling app.

    However, There is no way to link a retail contact to the scheduling tool (i.e. Calendy) so If we utilized that system the office staff would still…

    33 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. archive social media posts and blogs

    It would be great to have a social media archiving solution inside the redtail ecosystem. Bonus points if it can tell who is a member of our company facebook group or a linkedin contact and indicate that in redtail.

    8 votes
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    0 comments  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →
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