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. Include account data through RightCapital integration

    Pull account information in from RightCapital

    6 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sync account beneficiary information from Redtail to Emoney

    Creating the ability for ALL account details in Redtail to sync with the contact in eMoney and vice versa. The synching integration really is mute point fi you are still having to go into each system for data entry.

    3 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. eMoney Client Tasking

    I would like to use the client tasking feature of eMoney, but I am told by eMoney support that because of my Redtail integration this feature cannot be used. Apparently, Redtail takes over tasks in eMoney and Redtail does not have a category for task assigned to clients. It would be great if this issue was resolved. Please see the link below for description and video of client tasking.

    https://blog.emoneyadvisor.com/product-updates/client-tasks-and-next-steps-released/

    12 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Last Logon from eMoney into RT UDF or other field

    It would use useful to be able to see the 'Last Logon' info for a client's last eMoney logon in Redtail. Could then build a report in RT for clients in eMoney and their last logon w/o going to eMoney where I'm not sure I can query this. Using RT, I could also send clients who haven't logged on in awhile a checking in email...

    6 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  9. Retirement Plan Advisory Group™ (RPAG™) Integration

    RPAG offers a retirement practice management solution. Because retirement plans are a significant component to some advisor practices, the integration between Redtail and RPAG would be a significant administrative time saver on setup (RT to RPAG for new clients) and ongoing management. I encourage RT to review RPAG solution for potential integration.

    12 votes
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    1 comment  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  10. Everplans - Sort Today Information

    The "Recent Everplans Activity" that appears on the "Today" page would be much more useful if it could be sorted by contact last name &/or contact last login.

    3 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  11. entity integration

    It would be very helpful to allow Entities to integrate over into eMoney. Currently only Individuals have integration feature, but adding entities is important as well.

    1 vote
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  12. MoneyGuide Pro - Account Type and Ownership

    A handful of data is transferred from RT to MGP. Data points that would be EXTREMELY helpful for MGP users would be Account Type & Account Ownership. If a family has 8 different accounts, those accounts may have different ownership structures and types. Currently you can identify the account type by creating a custom field in "Categories", but still have to adjust the account type in MGP when it arrives. More importantly, there isn't any ownership lablel... therefore if, for example, Tom and Susan have 10 accounts, 4 for Tom and 6 for Susan, I will only see 10 accounts…

    7 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  13. Include Nickname field in Integration eMX/ eMoney

    Include Nickname field in Integration eMX. 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 worthless.

    9 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  14. Emoney - Indicator in RedTail for Clients "Send to" already done

    Allow for a Tag or Note that Client is already "Send To" eMoney, so that duplication of efforts are not repeated when trying to put all the clients linked information and accounts are not repeated. (ie. Client, Trustee names, etc.)

    9 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  15. GoalGami Pro

    Ability to push household Liabilities into GoalGami (accounts already do this) directly from Redtail. GoalGami builds out a household balance sheet, which could be more automated by pulling over all data points from the Net Worth statement in Redtail.

    1 vote
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
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