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. Docupace Workflow Trigger

    When sending a client to Docupace starting point. Be able to trigger a workflow or integrate their workflow into the clients profile somehow.

    6 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  2. "Nickname" as a usable option in FMG suite (Connect to Clients)

    When sending out personalized electronic greeting cards, it would be helpful to pull names from the "Nickname" data field in RT rather than having to use the client's proper "Legal" name, which is often times not a name we would actually use to address the client. For instance, we might call Theodore "Ted" / Patricia "Pat" / Richard "****", etc. Being forced to use clients' legal first name as our only option causes what is otherwise supposed to be a personalized greeting to come across as canned and impersonal. I'd rather be able to use their "Nickname".

    13 votes
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    0 comments  ·  Forms  ·  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. BombBomb

    Please integrate with BombBomb so that we can send videos via email to our clients.

    6 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  6. I would like to be able to choose a note category using mobile assistant

    I would like to be able to choose a note category using mobile assistant

    6 votes
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    0 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow chosen Home Page to be accessed from 3rd party applications such as Fusion

    I have my home page set to "Markets". However, when I access Redtail though Fusion, it opens to the "Today" page. I am told this is by design. Please change the design to allow your chosen home screen open from third party applications. Thank you.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. JotForms

    Integrate JOT form to add data client provides.

    Use a JOT form in an e-mail that will allow the client to add data (ie: CPA contact info.) and upload it to the clients Redtail record for ease of access.

    10 votes
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    1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. Riskalyze integration

    When integrating with Riskalyze, Redtail sends over the 1st email listed on the contact card as the email address, even if it is marked as "OLD". Why doesn't it transfer the Primary Email Address?????? I am constantly having to re-send the Riskalyze emails after correcting the email address.

    9 votes
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    0 comments  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  10. Citrix Sharefile - Activity document saves to sharefile

    Would like to upload a document to a Client's Activity and have it deposited to a mapped ShareFile folder, depending on the Activity type. Ideally, we could set up a document template in ShareFile for client folders and then a mapping scheme in Redtail. For example, it would be great to upload a MoneyLink confirmation to a MoneyLink task and have it automatically saved in the desired MoneyLink subfolder. It would basically save us the step of having to navigate to a clients folder whenever we want to save task based documents. It would also promote best practices because these…

    15 votes
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    1 comment  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  11. Vonage

    Vonage integrates with other CRMs.

    It would be nice if you integrated with them.

    20 votes
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    3 comments  ·  VOIP  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. Delete dictation after added to note or activity

    Our office is trying the mobile assistant application. When notes are uploaded to redtail, you have the option to save them but they stay on your homepage until you delete them. It would be great if they disappeared once the note was saved. Having to delete the note causes confusion if the note was saved.

    Mobile Assistant
    Copytalk

    20 votes
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    3 comments  ·  Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
  15. After clicking on portfolio balance a riskalyze icon is available. When clicking on the riskalyze icon add their GPA score

    After clicking on portfolio balance a riskalyze icon is available. When clicking on the riskalyze icon valuable information is provided. Please add their GPA score to this section.

    1 vote
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    0 comments  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  16. Riskalyze integration

    When integrating with Riskalyze the first email address listed transfers to Riskalyze, even if it is an OLD, non working email address. Primary email address should be the one transferring, please fix!

    6 votes
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    0 comments  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  17. Rocketbook note taking automation into documents or notes

    https://getrocketbook.com/ is a fantastic way to digitize note's quickly and efficiently.

    Currently, the only way to get these note's into our CRM is by using Evernote. Well, this is going to clutter up Evernote quickly, but it is worth the convenience or storing those notes easily.

    A better way would be to add notes automatically through Rocketbook's API. Perhaps after the upload, we could tag clients or create action items??

    Another option would be to give each CRM an email to receive note's with, and have the tagging options available from there.

    Regardless of how you brilliantly do it, this…

    6 votes
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    2 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  18. 8x8

    My IT professional recommends VOIP partner, 8x8. I'd ask you to look into partnering with them for integrations. Apparently they are the most common and robust in the industry (according to their experience). We recently vetted the current 2 integrations - Jive and Intulse. Jive no longer has any kind of trial period, and Intulse is quite small and a bit of a risk for a major component of a big firm's operations.

    63 votes
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    4 comments  ·  VOIP  ·  Flag idea as inappropriate…  ·  Admin →
  19. Scheduling & Confirmations

    A native self-calendaring option like Calendly or ScheduleOnce that has direct access to your calendar and a confirmation system like AppointmentReminder that automatically sends out an appointment confirmation via email and/or sms.

    111 votes
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    3 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. toggl

    Create an integration with Toggl or other time management software

    1 vote
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
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