Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
220 results found
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Turn off certain feilds in Contacts account
Having the ability to turn off certain fields/criteria on contacts account that aren't being used. More visibly appealing and easier to decipher.
1 vote -
Please adjust redtail to be user friendly for advisor firms that primarily serve corporate clients retirement benefits. Plan business.
Please improve redtail so it is user friendly for advisor firms that primarily serve corporate clients retirement benefits. Plan business.
3 votes -
Clone account
It would be nice to be able to clone an account instead of having to create a new one when there is a Roth conversion. Everything is exactly the same except the account number. So if I could clone the account and then just change the account number it would save me hours of work as we do lots of conversions.
19 votes -
Security Price Update for Added Accounts: Universal price update for all added accounts holding the same added security not on a feed.
I have dozens of clients with mutual funds and stocks that are not reported on the Albridge feed. (ie. CLTCX) Some other added accounts have stocks held with the transfer agent or clients hold restricted stock.
Even though the price of the security is published, I must go into every account to update the price of the security because of it not being on a feed.
Can we have a feature, whereby if an added account holds a security such as AT&T, I enter the price of AT&T as of a certain date, then all the added accounts holding AT&T…
6 votes -
CRS - This is a NIGHTMARE!
We are doing our annual audit and I'm trying to run report on CRS and unable to pull this easily from anywhere.
First off, reports should run by last name, not first when you pull the PDF!
2nd - it only pulls on tax qualified accounts, under impression we need to give this form out more than that.
3rd. Why is Fidicuary report not an option at the client/account level. Seems as it should be for just this purpose.
4rd. Additionally is there a way to see history of when you given the CRS form out to clients and prospect,…
13 votes -
Archiving Old Closed Clients
I would like to see the option to archive clients at a specific date. For example, if we have had a client who closed all their account with us and are no longer clients, the ability/option to archive them after 6 years into some type of Redtail Archive storage that would also be easily accessible in case you need to reference any archived accounts.
This would allow for us to sift through the hundreds (if not thousands) of closed out clients our company has had over the last several decades. Would allow for greater organization and clean up.23 votes -
Zillow Values Automated!
Ability to choose and allow the current Zillow value flow through for the real estate address provided!
7 votes -
Out of Surrender Date
Would like a field added in the accounts to show the date an annuity will be "Out of Surrender".
7 votes -
Enhance the group medical insurance plan account type
The Coverage Info section for the medical insurance could allow for the user to input the number of plans, name those plans, indicate if they have an HSA/HRA, explain who is eligible, list coinsurance instead of copays, list network, list network provider, list formulary, and list PBM.
The general info section could expand like the 401k section so that it includes space for carriers, carrier type, carrier coverage amount, TPA, the funding type (e.g., level funded), the individual spec., and surplus sharing info.
6 votes -
Needs the ability to separate AUM for each Advisor and Family AUM grouping.
Needs the ability to separate AUM for each Advisor and Family AUM grouping.
3 votes -
Bulk UDF Additions
When setting up an account, it would be very helpful and time-saving to select UDFs from a list and add them all at once, then go back and edit them with the needed information.
15 votes -
Fi360 Integration
Fi360 is a great platform for the monitoring and reporting of retirement plan (401k's) and it would be great if Redtail could integrate with them the way it does with Albridge
15 votes -
Account Status options
under the client account you have 3 options 1-pending 2- under review and 3 closed. is it possible to have a 4th like internal transfer. or other. my reasoning for this suggestions is when you run reports it will not appear to have so many closed accounts when in reality those accounts were combined or and internal transfer to another type of product.!!!!!!
12 votes -
Imaging "flag" at account level
We should have an additional Flag option when updating account info. In addition to discretionary, managed, or held away.... We should have a "Red Tail Imaging" option.
We have some legacy accounts which are paper and some that we store in RedTail Imaging. Some clients have both. It would be helpful to easily identify where to find a folder for a specific account.
6 votes -
Customizable Beneficiary Report
Allow the beneficiary report to be customized and have the option to include Account Notes and User Defined Fields
21 votes -
Effective and Renewal dates should show on the Account list / overview page
All non-investment (insurance) accounts are tracked by their effective and renewal dates, so it would save a LOT of time to see this on the account overview/list page. I spend a lot of time clicking to open the accounts to view the dates when reconciling accounts.
27 votes -
Prior day Albridge feed
Discovered that Albridge feed is NOT from the prior day close, but 2 days prior. Was told by tech support is that is "normal behavior". I use Money Guide Pro software and opening a client's financial plan will always bring over the prior day close. Why can't Redtail get prior day close data? Also observed that Market data is not the current day information but rather prior day close,
7 votes -
Ability to Add Categories/Subjects to Personal Profile Form
It would be really useful in our office if we were able to manually add subcategories/sections to the personal profile form to make it more tailored to our firm. As well as having all information that goes into this form in one location so you do not have to hunt down everything to edit it.
12 votes -
permission account
Add permission to Accounts within a contacts record NOT on the Contact.
Currently permissions are only available for the entire contact record or notes. It would be helpful for compliance if we were able to set permissions on individual Account numbers so the client record can still be viewed by staff, but certain Accounts are only available to the selected team handling those accounts.
To work around this I will currently need to create another contact record to put the specific Account in, but this may create issues down the line.
This idea "Add Permissions to each Account" was already…
9 votes -
personal profile form closed accounts
Hide Closed Accounts in Personal Profile Form. If a client has a list of closed accounts, it takes up too much space and too much paper.
3 votes
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