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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Add a Report for Advisors to get a breakdown of AuM per client, and on their contact (client/book of business) as a whole
Add a Report to show Advisor AuM per their contacts/ book of business. allowing the report to show their total aum and the breakdown per client.
this would be beneficial for redtail databases which have multiple advisors .9 votes -
Recurring Payouts
Create a way to track if a client is receiving monthly/quarterly/annual payouts from an account with specific information such as date, federal tax withholding, state tax withholding, frequency, etc.
9 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 -
Account UDF
When creating a UDF with the list of values, it would be great to have the ability to create an "other" option with an editable field (even if small limited in characters)
9 votes -
529 plan/Bright Directions/Etc...
There should be a location to put who is the beneficiary of these accounts. Having to make a new account type for each persons name is time consuming. There are workarounds, but something this simple should be addressed.
8 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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Term Policy
I would like the ability to search term policies by their end of level period. There are several ways to do it, but a drop down field for term level period (5 year, 10 year, etc.) would be great. That way I could do a search for policies issued in a certain year that are a certain length.
8 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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Add additional fields uner the Bank tab that allows us to categorize type (ie checking, savings, money market), title, and voided checks
You have the space for 3 more fields on this tab. Let's use it :)
Add a dropdown under the Bank tab that allows us to categorize the account as Checking, Savings, or Money Market.
Also add a "Title" field that allows to type in the exact name on the account.
Finally, add a Yes/No field for "Voided check on file?"
Currently I am putting all that information under the Name field, however this poses problems when I'm using that field to import into account paperwork.
8 votes -
closed accounts default status
Closed accounts should default to not being included in account graphs (accounts tab), reports, or any other search as they are, by definition, closed and no longer relevant. Perhaps add an option to manually include closed accounts if information is needed but they shouldn't be showing up by default.
7 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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link held-away accounts to new opportunities
link held-away accounts to new opportunities that are created. When inputting a held-away account have a link to create a new opportunity to establish a plan to absorb those assets
7 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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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 -
Zillow Values Automated!
Ability to choose and allow the current Zillow value flow through for the real estate address provided!
7 votes -
Trusted Contact and Authorized Person to Receive Information at Account Level
Trusted Contact and Authorized Person to Receive Information are Account specific. We have clients that have different Trusted Contacts assigned to different accounts. Therefore we would like to add the Trusted Contact and/or the Authorized Person to Receive Information in the "Ownership" section. As this section is already established to select individuals associated with the account (ie. "Insured").
7 votes -
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.7 votes -
update account status
Hello I am one of the administrators for Accelerated Wealth Colorado Springs office. I need the ability to add/or change the Status under the Basic Information "update account" area. As it stands there is only "Open, Closed, pending, and under review". Having only these is not adequate for many situations, for our company. Allowing us to add is what is being requested. Thank you.
7 votes -
Accounts
Show "OWNER" as a Column in Family Accounts tab or Show "ACCOUNT TITLE" in the Family Accounts Tab
7 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 -
I want one employee, Newbie, to just see a contact's name and phone number, and Admin to see everything. I specify which fields Newbie sees
I want one employee, Newbie, to just see a contact's name and phone number, and Admin to see everything. I specify which fields Newbie sees
7 votes -
Have the account screen only display fields that are relevant to the type of account it is . . .
Have the account screen only display fields that are relevant to the type of account it is . . .
For example, don't show fields that pertain to life insurance if it is an investment account and don't show investment account fields if it is a life insurance policy.
7 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 -
Report on Assets in a Security
It would be helpful if we could pull a simple report that shows the dollar value of assets held within each security on an overall basis:
I.E. of our total AUM there is $557,000 in FFRHX6 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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