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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No place to enter CRS date for Prospect (with no accounts)
Please add a CRS date under Know your Client. The current location is not useful for those without accounts (ie. Prospects) and for Redtail users who do not use the account section.
19 votes -
I need to ability to generate a report showing total value of like accounts
Example: Total value of all HW1 accounts
1 vote -
Best Interest (CRS) Dates
It would be helpful to be able to update the Form CRS dates en masse.
20 votes -
Add Custodian
Please add integrations for the following custodians:
TRPC (The Retirement Plan Company)
T. Rowe Price
American FundsWe manage several 401k and retirement plans thru different vendors, and it would be great to have a direct feed from these custodians.
For advisors not managing the 401k assets - they could still track their clients "Held Away" assets using this function.
Win-win for both types of advisors.
7 votes -
model and manager
In a client's account record, in the Basic Information box, there are fields for "Model" and Manager". Model is listed "before/above" Manager on the screen. When I click on "Edit", the pop-window lists the information with Manager "Before/Above" Model (their positions are switched). Why are the fields switched? Why isn't Model listed "before/above" Manager, as it will be shown once the update is made to the account record?
This is very confusing, because we are using these two fields to record a client's Medicare information. We want to use the "Model" field for the Part A date and the "Manager"…1 vote -
eMoney Data Visible in Redtail
Since there is already an integration with eMoney, it would be great if we could view the client's accounts (from eMoney) in RedTail. It would be much more useful for quick reference and running different reports if all of their assets/liabilities were in the CRM.
21 votes -
Need Account Renewal dates to update automatically
Automated updates will be helpful in the future.
4 votes -
Mobile app toggle for family and joint accounts
Please create a button/toggle for family and joint accounts for the mobile app, like the web version of the CRM.
5 votes -
Form CRS Delivery Documentation
Please rename the BICE field under accounts to "Form CRS" so we can document Form CRS delivery under the new Regulation Best Interest (Reg BI) requirements.
97 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Account Fields for Contribution Amount, Percentage, and Frequency
We would love for there to be specific fields in the accounts section for contribution amount (ability to put a dollar amount or percentage) and frequency. Right now we track flow business in Excel, but would strongly prefer to do it in the CRM. This would allow admins to input the information as part of their account setup/update workflows, instead of having advisors track the information on their own (which is not as reliable). We're toying with the idea of creating Account-level UDFs for these fields, but would prefer a Redtail field to make searches and reports easier.
16 votes -
Strategic Allocation- Risk Tolerance- Custom field so it is not limited to High, low and moderate
Please add a custom field so it is not limited to High, low and moderate
1 vote -
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 -
Accounts
Show "OWNER" as a Column in Family Accounts tab or Show "ACCOUNT TITLE" in the Family Accounts Tab
7 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 -
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 -
computershare
Computershare has a Financial Advisor portal and would be great to have this as an integration for client accounts.
6 votes -
Include account type when linking the account number to an activity
Include account type when linking the account number to an activity. For example, we don't know if the account is an IRA, Roth, etc. Please add in Redtail.
10 votes -
Closed Accounts
Although closed accounts do in fact fall to the bottom of the page and are separate from funded accounts, it would be nice if there was a dotted line (or like) between the last funded account and the first closed account to more quickly identify the difference. Thanks.
4 votes -
add a new status
In addition to OPEN< CLOSED, etc add Refused Offer
127 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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To-Do Section
In each client account, it would be nice to see a "to-do snapshot" or a to-do list that can be added to quickly. It bogs down too much productivity time to go through the activities and/or create one where we could have a simple to-do list or a snapshot of the activities.
4 votes
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