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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220 results found
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Accounts Page
It would be nice to have widgets for this page so we can move the categories around and hide the ones not used. To allow a seamless pdf printout of this page.
3 votes -
Accounts User Define Field
The option for this field to be in the KNOW YOUR CLIENT -Financial section.
3 votes -
Rep code
On the main accounts tab have column showing Rep Code for specific accounts. Some clients have multiple accounts and each account is handled by different agents within the company and each agent has a rep code. Having it available on the main accounts tab for quick reference would be beneficial when calling regarding the client and needing to provide rep codes to companies to access secure information.
3 votes -
FINRA Rules now requires that we use only approved reporting for clients so beneficiary report can not be used with clients
With FINRA Rule Change our Broker-Dealer will only allow reports on market values to be given to clients through our reporting system. Our office used the beneficiary report for clients but since this report also lists the value of each account we are no longer able to give it to the client. We need to be able to print this report with no values and only beneficiary information
3 votes -
accounts tab
Under "Basic Information" the "Company" field... it would be super cool if you would make it a "live" field that connects with the contact page of the company. And then on that company's page, perhaps we could eventually see all the accounts linked with that company.
3 votes -
Ability to add more than two people as account owners
When assigning ownership of an account to a contact, you can currently only assign two owners. I have several accounts with 3 or more owners, so the ability to add more would be nice.
3 votes -
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 -
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 -
Hide or show account fields based on type of account
The accounts section needs some work imo. It is not really geared to support annuities at all. There are lots of fields that are not relevant for certain account types by are for others. It would be nice if based on the account type it would only show relevant fields. It seems like you sort of do this with some account types but the fixed annuity one seems not relevant at all to fixed annuities. For example under registration it should say "annuitant" not insured. And the sections about face amount and such don't make sense. Also unless you add…
3 votes -
On fields in account edit screen, give us way to consolidate options
The account fields are ones you can type whatever you want into or select the item if it has been entered before. I am generally fine it works that way but now ehn I look for LPL accounts I have to look up accounts by company 'LPL' and 'LPL Financial'. It would be good to have a way to say 'switch all fields that read 'LPL' to 'LPL Financial' so we can clean up our database quickly and quickly get rid of multiple selections that mean the same thing. It would be much quicker than pulling up all relevant accounts…
3 votes -
assets under management
Assets Under Management (AUM) Report to allow for Joint Fieldwork Commission Splits Customization.
For example, I currently have 48 clients with brokerage accounts that show up in my AUM Tracker/Report - 35 of which are my individual clients that I'm compensated on fully, and 13 of which I work on jointly with other colleagues on my team (that I'm compensated on 50% of those account's values).
It would be nice to have a customized report feature/option, where I could select those 13 specific accounts to only show as 50% of their value in my personal report (since that's the amount…
3 votes -
Beneficiary IRA Decedent's Information
Please put a section in for the Decedent's Information - Name, Birthdate and Date of Death so that it is easy to access when calculation RMDs.
3 votes -
Account Lists
When in Account Lists - If I go in go into an account and make updates, allow me to go back to the list or go next to the next account. Much like if you have a list in quicklists, you can go back to list or go the next or previous.
Thank you3 votes -
Fidelity
Would love to have Redtail & Fidelity fields mapped for accounts such as
Fields:
Client Name
Basic Information:
Account Type
Tax Qualified Type
Beneficiaries:
Name
Type
%
Ownership:
Registration3 votes -
Ability to link in mass Profiles to Redtail Imaging Folder creation
I want to be able to select accounts in mass to add to our Redtail Imaging database and automatically create a folder under their name instead of having to manually enter every clients name in a new folder, and link the folder too.
3 votes -
Default to Primary Beneficiary being listed First
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.
3 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 -
Add "Moderate" as an Objective in Account Strategic Allocation Models
Looking for "Moderate" to be added as an Account Objective
2 votes -
'Auto Withdrawals' checkbox, etc. mz
Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account
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…1 vote -
Retirement account rollover documentation
It would be nice to have an area on the account page where we could document that we have completed the documentation for a retirement account rollover recommendation and link it to multiple accounts.
1 vote
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