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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96 results found
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professional contact phone number and email
It would be nice when adding a Professional Contact to a client record (such as a CPA or attorney) to have a place to also save that person's phone number and email address. Currently we can only save their name and relationship.
13 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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KYC
We need additional fields added either to Strategic Allocation Model or perhaps a New section called Suitability. Some of the fields we need are Secondary Objectives, Experience for additional investment types, Balance for Investment types, Special Expenses and SE Time, etc. Going back and forth between KYC and UDF is cumbersome.
13 votes -
State tax bracket
Add field for state income tax marginal or effective rate.
13 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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tax bracket
The CFP Board and many states require Financial planners to collect Net worth, tax bracket and income for all clients before advising them. When I am audited by the state, I am required to provide them with a list of all my clients and these items. Redtail has the Estimated tax bracket field, but it doesn't allow us to run a report on this field. It would be helpful to be able to pull this info since its easy to remember to put in there. Right now I have to add a UDF and reinput all the info in the…
12 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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Retirement date
Rename the field Professional Contacts to Employment Info/Retirement. That title of Professional Contacts does not indicate that employer information or retirement dates would be listed here. My rep and I looked and looked for the fields but never thought to click on Professional Contacts for it. Thanks.
12 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 the ability to add a bulk note to a group of accounts based on the search by model feature
we manage our model assignments in Redtail, so it would be great to be able to add a bulk note to accounts that are in a model when a position is added, sold or a rebalance is executed at the model level.
12 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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Additional/ Customizable Fields in the KYC Financials Tab
We want to see more Tabs under the Financials. Secondary Objective, Additional Experience boxes for other types of investments, Special Expenses and Special Expenses Time Frame just to name a few of what we need. Please allow customizable fields in KYC/ Financials or a whole new Suitability section in KYC.
11 votes -
Review Meeting link
Make the "Client Review" have the ability to LINK to other Contacts!
That way you won't have to duplicate or remove for spouses, or if it's a family meeting, link those members as well.11 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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Primary Bank
Allow us to select one of the client's bank accounts and mark it as primary like we do for contact methods.
11 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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Portfolio Balance = Total Family/Household balance
I think it would be extremely beneficial to have a setting that we could be able to see the HOUSEHOLD total balance on the top right where it shows "Portfolio Balance" instead of just that client. Also, it would be nice when creating an activity and trying to link an account to have all of the household accounts show up instead of just the accounts of that specific client.
10 votes -
Multiple Entries for Form CRS for documentation
Allow having multiple entries as a form crs needs to be sent multiple times, not just 1 time.
9 votes -
Add Professional Contacts to Profile Form
I would like to be able to make improvements to the client profile form to add things like FB and LI and who their CPA, Atty and MTGP person
9 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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Add a date field under Financials in the Strategic Allocation Model section
Having a date field in this section would be great. Understanding risk tolerance needs to be updated every three years, this would be an excellent option to add so we can track when the risk tolerance paperwork will expire.
9 votes -
Add A Field
All advisors need to track Risk Questionnaires. We propose that a field be added in the Know Your Client field where Redtail offers other important dates for Contracts etc. This is a must needed feature. I did check out the other options, but they didn't achieve what the advisors are looking for. Please consider!
7 votes -
Link Banking information to more than one contact
Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.
7 votes -
Estimated Tax Information
Estimated Tax Information is Very Nice to update and refer with clients, but is missing the most important field when it comes to income tax planning, a "Taxable Income" field because how can we tell a client by how much they are into the current marginal tax bracket or how much additional income they can earn at that bracket current tax bracket before going into a higher bracket without knowing where they are in the current bracket!!!! Without this number, we cannot give tax planning advice to our clients. PLEASE ADD THIS FIELD!!!
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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Preferred Call Time & Phone Number
If there was a small icon up near "Important Information" Red exclamation icon that was either a check or X based on information input on a client's preferred call time. When you hover over or click the icon, it could give you the next available preferred call time or the phone number the client provided for that time slot. When onboarding a client, we could ask for times they are usually available and times they know they are unreachable during the week. This could include different preferred phone numbers for different days and times throughout the week. This would greatly…
7 votes -
I would like to run my run my clients birthdays from January 1 to December 31
I would like to run all my clients birthdays from January 1 to December 31 but Redtail only lets me run birthdays from 30 in advance to up to 365 days in advance. I need this birthday list of my clients so the card company I use can send my clients their birthday cards each month.
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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LPL Integration
prior to being at LPL I was with a firm that used pershing. They worked with Smart Office so that everything I entered in SO was pulled directly into pershing and allowed me to open an account with data entry only once. I can't do that with RT and Clientworks. In addition, the KYC section of RT is clunky and shouldn't be on separate pages.
6 votes -
Review Date Import
Please add the functionality to import every detail (not just First Review Date as it is currently) of Client Review Dates from a spreadsheet with columns for:
First Review Date
Repeats Dropdown Options (never, daily, etc.)
Repeats every X years
Repeats yearly on (checkbox yes/no)
on 1st/2nd/3rd/4th/last
{Day of Week}
Each {Month}
Repeat Ends Dropdown OptionsThis import would be much, much more convenient than adding these details one by one manually to each contact.
6 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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