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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!

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232 results found

  1. AleciaR

    I select Client, client accounts, Reports, Portfolio Detail Report I need Effective dates added by accounts with options to add more details to the report. It would great if we could customize the detailed information on each Summary Report or Snapshot report.

    3 votes
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  2. Let us be able to delete all items in lists

    For account types (and other lists like activity type, etc) there are some choices I am not able to delete. I'd love for that not to be the case so for account types every account type available and shown to us are the ones applicable to us. I am never going to call an account type brokerage or cash & equivalents because I use type as registration type and those two aren't mutually exclusive. That list in particular is cluttered up with 50+ undeletable fields of which I'd only keep 15.

    3 votes
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  3. Case Creation

    I would like to request the ability to create cases that can be assigned to client accounts and for an internal Case Queue to manage/close these cases.

    1 vote
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  4. Bring back full ssn on unlinked accounts

    SSN was recently masked on unlinked accounts page. I work for big B/D supporting many Redtail subscribers. I am receiving a lot of feedback about not seeing full SSN on page, and that it is not exportable. Please make this some sort of toggle for an Admin or DBO to allow.

    3 votes
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  5. account product

    I wish the Account Products would be a drop-down list, like the Account Type is.

    3 votes
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  6. jennifer@sca-team

    Please revert the unlinked accounts to including the FULL tax ID number. Sometimes we have accounts that start to feed without an account number issued (like for 401k clients) and now there is no good way to track down that owner. These changes are unnecessary.

    1 vote
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  7. Combine accounts with multiple funds

    The ability to combine multiple funds under one main account number. For example a 529 linked with LPL comes over as each individual fund position. Would be great to link all the funds under one main account number so there aren't so many funds listed individually in the accounts tab. Would make it more streamlined.

    1 vote
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  8. Account Ownership - NEED REPORTING

    The Account Ownership fields need to be able to have reports run off them - especially the Ownership Type field.

    This is one that a lot of our users ave to create workarounds for (ie: Keywords, Tag Groups, UDFs) in order to run lists.

    3 votes
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  9. More Secure Password Requirements

    RedTail CRM has the ability to hold a lot of non-public and private information on our clients. With greater risk comes the need for increased controls to mitigate those risks such as password complexity. The minimum password requirement of 8 characters is simply not long enough to ensure the security of our client’s information. Requiring longer and more complex passwords can help provide a safe place for our client/customer information to be stored.

    3 votes
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  10. linking accounts when account opened at custodian

    When an account is opened at custodian the account shows up the next day in the feed to Emoney. However, for Redtail, the account will not show up until it is funded. This becomes an issue with workflows. You have to create a workflow to do account maintenance the next day for all other fintech products, but set a separate workflow to go back in RT whenever the transfer arrives. In some cases one account might not be funded for weeks or longer if it is a non ACAT transfer or pending 401k rollover. This should be an easy fix…

    3 votes
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  11. Manage Account Details

    Allow users to add/modify lists under accounts specifically. Some people use more than 4 objectives. Also, under account owner, there should an option to add the owner and/or the trustee. We are able to modify other database lists but not this.

    1 vote
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  12. Insurance Types not showing balances (cash values) on each contact's accounts menu

    For all life insurance types besides Universal Life, the cash values listed in the "General Info" section within an individual account does not show up under "balances" on each contact's main account menu nor does it show up within each individual account. This is so odd, and it would be nice for all life insurance types to show their cash values as balances.

    3 votes
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  13. Add Types of Accounts (Insurance/Investment)

    There are too many insurance fields under an account when we primarily have linked investment accounts. It would help clean things up if we could click "add a new account" and then choose "Investment" or "Insurance" to see different lists of fields.

    Coverage info, BICE info, etc does not apply to our investment accounts, but rep code, systematic transactions in/out, bank of record fields would.

    12 votes
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  14. Link Bank Account to Investment Accounts

    We would love to be able to record which bank accounts in a client record are attached to which investment accounts, and if they are first or third party bank accounts.

    12 votes
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  15. Is it possible to add a block under "Accounts" for RMD's? (Required Minimum Distributions?

    Please add a block for "Required Minimum Distributions" - this is a Federal Law and requires the client to start the withdrawal at the age of 72.5 years old from IRA's, Roth's, etc.. The block would need: RMD Eligible (date), Fair Market Value, Current Year RMD Amount, Scheduled RMD (a simple yes or no), First Payment Date, Next Payment Date, Payment Frequency and Payment Method.
    This would be a big help to balance Client records/assets.

    13 votes
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  16. Today page Account Types and Held Away Wheel

    Closed accounts are reflected in the wheel. This needs to have an option to display only open accounts.

    Anna Dujan

    7 votes
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  17. Create insurance account pages that actually make sense with insurance reports

    I have been a user since Brian was giving the training and RT still hasn't created simple insurance pages with fields that only pertain to that type of insurance. Also, it is a scandal for a supposed CRM for financial advisors that there isn't an insurance report. Maybe Orion will help.

    6 votes
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  18. Asset ID on Account Exports

    Include the AssetID on Account Exports when assets are selected on a Report. We cannot currently update assets on accounts without this information.

    3 votes
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  19. Accounts - Transactions- Trade type

    Please add "EXCHANGE" & TRANSFER" to the transaction trade type. I'm sure other advisors use exchanges and transfers from time to time.

    3 votes
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  20. custom account names

    It would be awesome to have a "custom account name" feature for accounts. This would be ideal for 529s and Trusts. Could be under "basic info" and displayed on accounts view of the profile either underneath product type or in-between account & tax qual type

    4 votes
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