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. Orion Integration - Reporting

    Ability to export list of clients that are or are not synced to an Orion household.

    3 votes
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    0 comments  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  2. Addepar integration

    Have an integration with Addepar portfolio management system

    6 votes
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    0 comments  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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 →
  6. Riskalyze Questionnaire Automatic Note

    Have an automatic note created when we send a client their risk tolerance questionnaire. Currently, an automated note is created in Redtail when they complete the questionnaire, only.

    14 votes
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    0 comments  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  7. Riskalyze - See integrated contacts

    We should be able to see a report of people that we have integrated from Redtail to Riskalyze.

    3 votes
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    0 comments  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  8. Riskalyze

    When a risk factor is integrated from Riskalyze to Redtail can a feature be developed the would post their current risk factor number next to their name on the contact record? For example the box from riskalyze that states RISK at the top with the contact's risk number below.

    42 votes
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    9 comments  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  9. Riskalyze report to include family household accounts

    Develop Riskalyze report under Accounts --> Riskalyze Icon --> Analyze Client Risk tool to include all accounts under family household

    4 votes
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    0 comments  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
  10. RIskalyze Note Category

    Currently, when a client takes a Riskalyze questionnaire, a summary note is created in Redtail CRM. We would like to change the default note category for this integration from "General Information" to something else. This way we can do a database wide search for Riskalyze notes.

    7 votes
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    1 comment  ·  Portfolio Analysis  ·  Flag idea as inappropriate…  ·  Admin →
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