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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  • My feedback
  1. Can we get Eventbright or similar to integrate? That way, their RSVP data for seminars can be directly imported

    Integrating an event coordinator for the seminar participation data would save a lot of time and energy. Event Bright is an example of a company that provides a portal to "sell" the seminar ticket and provide event reminders to those that have RSVP'd to the event.

    7 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow integration to Google Drive Shared Folders

    Currently all of our contact's documentation is stored on a Google Shared Drive. 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.

    8 votes
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    4 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  3. protect the name field from unintended changes from an integrated program (the advisor will change the name in eMoney, it alters the name

    the advisor uses the client nickname in eMoney which changes my entry in RT (legal name) can this field be locked or...?

    7 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  4. Tamarac

    Integrate with Tamarac Advisor Xi

    9 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Fix Black Diamond Integration

    Redtail offers an "integration" with Black Diamond for account data, but the feature has not worked properly since it was launched several years ago. Redtail seeks to match accounts to contacts based on the Tax ID Number - however, "Tax ID Number" is not a field that is part of the Black Diamond data feed (nor does Black Diamond even HAVE an account's associated Tax ID Number). With both Black Diamond and SSCI being fairly large players in the RIA space, I'm really surprised this has not been fixed by now.
    I'm not sure the best way to fix things…

    4 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. Redcapture Fields

    The information fields in Redcapture are set and custom fields are limited. Limits the usefulness of the data capture.

    I think it would be a great improvement to include all contact fields in Redcapture to really allow a contact, especially a prospect, to fill out their own profile. Also, it would be of great benefit to allow UDFs to be included so we can capture information necessary for planning.

    6 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  8. suffix

    Would like suffix to feed over to laserapp and be added after lastname

    4 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. Integrate with Fillable PDF's

    Is there a way we can add an inegration for fillable PDF's the same way we are able to send client contact information over to Laserapp?

    22 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow asset name, shares for Investigo DTCC feeds to populate correctly under the individual accounts. Necessary because of integrations.

    DTCC feeds from Investigo only giving aggregate values of Variable annuities.
    Since these feed into other programs like Riskalyze and Money guide Pro, the name and number of shares need to be fed through in order to get an accurate analysis to properly advise our clients.
    This was previously available and was very useful.

    12 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  11. clientbridge

    Intergration with Planmember partners Client Bridge

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add a Financial Planning Overview Page

    Under each contact please add a new templated page that allows us to compile different areas of a clients financial situation into an overview.

    You have something like this already with the Recruiting page it just needs to be modular so the advisor can customize what data they want to see in the overview and pull it from the other pages in Redtail or UDFs or Integrations.

    For example, we have a Word document that acts as a client summary and pulls together the recommendations from Emoney and Tasks, Notes, Opportunities from Redtail into one executive summary. This is a…

    16 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  13. Laserfiche - Add Suffix

    Allow suffix to be part of API- doesn't show is laserfiche- very limiting when we have Jr and Sr clients

    we need to be able to have II and III and Jr and Sr as options. This is part of their name. how do we keep them separate with our integrations if it isn't allowed in the API?

    6 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  14. Morningstar Integration would be better if a custom benchmark could be selected

    Morningstar Integration would be better if a custom benchmark could be selected. Currenly if you run a Morningstar snapshot it compares to S&P 500 not useful for all situations

    8 votes
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    0 comments  ·  Investment Research  ·  Flag idea as inappropriate…  ·  Admin →
  15. PreciseFP More API Connections Banking Information Sync

    Be able to sync more data over to Redtail from PreciseFP and also have banking information sweep over with all the other accounts.

    8 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  16. myrepchat

    when the myrepchat feeds come over into notes, can it automatically list the category be updated to say either myrepchat or email sms message or some kind of designated category

    8 votes
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    0 comments  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sync.com

    I would love to see an integration with Sync.com for document storage, if at all possible. Thanks!

    1 vote
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  18. FMG - Add Nickname

    Include Nickname field in Integration (FMG Suite). The API should first look to NickName for the first name data, and if blank then default to FirstName. Per Redtail best practices for years it has been advised to use FirstName for the full legal name and Nickname and Familyname fields for the preferred name. However, Redtail is only building integrations with FirstName and ignoring NickName, which is causing all kinds of havoc and hurting our client experience when they see "the name only their mother calls them" on the reports. Please fix this fatal flaw ASAP Redtail. Otherwise, these integrations are…

    10 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  19. User friendly Six Sigma/Project Management tools: Gnatt Charts, Swimlanes, charts, etc

    user friendly six sigma project management tools integrated with calendar/Activities.
    gnatt charts, swimlanes, charts, etc

    3 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  20. Docupace Integration

    Make integration two way with Docupace and link over more fields into the system such as family tree like you do for Laserapp. Two way client info updates and document storage link.
    Workflow/Activity triggers.

    6 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
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