It would be helpful to enter the deceased's information on the Account profile for beneficiary IRAs, specifically, name, relationship, DOB, DOD.

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.

Needs the ability to separate AUM for each Advisor and Family AUM grouping.

Similar to 'Tax Qualified' checkbox in Update Account area, Add checkbox for 'Auto Withdrawals' that indicate that systematic auto-withdrawals are active with this account, or remind Admin to initiate an annual withdrawal (on a date). [a start date would be nice, too.]
Then dropdown a section to indicate checkboxes for 'RMDs,' and 'Fixed withdrawals' (choosing either or both); then checkboxes or dropdown for 'monthly,' 'quarterly,' or 'annual' withdrawals with a specified date. Need to know from where income is being withdrawn. mz

Please allow us to customize account status as there are more states of an account other than; Closed, Open, Pending, or Under Review.

We need:
Annuitized, Internal Transfer, Declined, etc.

Ability to choose and allow the current Zillow value flow through for the real estate address provided!

Would like a field added in the accounts to show the date an annuity will be "Out of Surrender".

We are requesting the ability to create and modify a custom landing page in Redtail. There are a number of fields we'd like to view on one screen prior to meeting, and while meeting, with clients. A few of the fields we'd like to see at once are as follows:
• Name
• Address
• Phone/Email
• DOB (age)
• Children’s names
• Accountant
• Attorney
• Insurance Agent
• Stand-by- YES/NO
• Review Date
• Account Types
• Account Model
• Latest Tax Return on file

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.

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.

Under the accounts, could it DEFAULT for the primary beneficiaries to be listed first, then the contingents? I often have to delete and reinput them in the 'correct' order, especially when there are changes.

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.

Add "you have been locked out" language when you are locked out for multiple bad login attempts. I've seen this on the CRM, but NOT for Retriever for Tailwag. I've been locked out twice and did not know until I called Support.

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.

Would like to request a direct feed to American United Life Insurance so that our client's who hold policies with them can feed directly into Redtail without manually adding the accounts.

Integration with Blackrock iShares 529 accounts

Integration with Blackrock iShares 529 accounts

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.!!!!!!