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!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Tamarac

    Integrate with Tamarac Advisor Xi

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Beneficiary import from Veo

    Allow VEO to automatically import beneficiary information for each account in RT. At the moment, we have to go in and add beneficiaries manually and because this wasn't done to begin with, it is a long process. VEO and RT already talk to each other so why not allow the option to import the beneficiaries for each account. As part of our client review process, we like to verify the beneficiary information for each account is correct so being able to pull that out of RT along our client's contact information would be very helpful.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Interactive Brokers

    Would it be possible to add an Interactive Brokers integration? Something to automatically pull information from Interactive Brokers onto Redtail CRM?

    24 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  14. T. Rowe Price

    Account Feed / Integration with T. Rowe Price

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Make Albridge Values Live

    Redtail account values need to match current day Albridge values being imported. The values shown in Redtail are always a day behind Albridge, the values should match. Day old values cause major issues when using Redtail with Riskalyze automated trades. Other CRMs have the current days data from Albridge, Redtail should have current day Albridge values too, else I have to use one of the other CRMs.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Integrated RMD Info

    I would love to be able to connect SEI & LPL, etc and allow their RMD fields to flow in as well so the things everyone is saying you should add fields for (amount, automated, etc) automatically populate with the integration. Make my year and be able to grab it from Albridge (if only these custodians would share it with Albridge).

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Statements/Tax Forms download with account

    I want you to ask custodians to deliver account statements and tax forms along with the account data (saved in the documents section automatically).

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Custodian Alerts Should Drive Workflows and Activities in RT

    Custodians issue alerts to RIAs that are available in the integration. For instance, Schwab Open View gateway can pass on Schwab's alerts to the CRM and the CRM can create a pre-determined workflow or activity in response. These alerts include Cost Basis, Address Change, Client Trading, and more. I think this would be pretty quick integration as you already permit workflows to be created based on Activity Types.

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  19. clientworks

    Ticker symbols need to pull through from clientworks so that account assets are accurately displayed rather than "Consolidated assets". This would make the integration to financial planning tools much more useful eliminating a great majority of manual input.

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Integrate with PennMutual

    We would love to see an integration with Penn Mutual's new InSight app so that we can get account value feed from them into our Redtail account.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4
  • Don't see your idea?

Feedback and Knowledge Base