62 results found

1. Enhancing Consistent SSO Integration Across Multiple Redtail Databases

   Enhancing Consistent SSO Integration Across Multiple Redtail Databases

   Background:

   CPS Investment Advisors services external Co-advisor firms, culminating in our establishment of a primary home Redtail database along with 24 supplementary Redtail databases. While with Orion we have a single unified database, Redtail specifically suggested the deployment of distinct databases as the only way to partition clients. This ensures each outside co-advisor firm we service only sees their own designated clients. This proposal was grounded in the commitment that navigating between these databases would be fluid by “Switching” into our other Redtail databases in managing all clients that we service across all databases. Please reference Case # 05770177 where support concludes that “The integration is designed to work when connected to one database and is not intended for use when switching between other databases.”

   Problem Statement:

   When we integrate the SSO of our primary (home) Redtail database with the Orion platform, or any other platform, the integration remains intact and functions normally. However, challenges arise when these users switch to another Redtail database. In these instances, the system prompts users to re-integrate SSO, which initially appears to function. Yet, by the following day, not only is the new integration within the "switch" database disrupted, but the SSO integration in the primary home database is destroyed, effectively resetting the integration process for all databases.

   Proposed Solution:

   1. Persistent SSO across databases: The platform should enable a user’s home database SSO configuration to be consistently and reliably applied when switching into any co-advisor database.

   2. Flexible SSO Configuration: Possibly introduce an option allowing external users of a database to either utilize their home database SSO credentials or establish unique SSO integration credentials for that specific database. This would help cater to varying integration preferences and requirements across databases.

   3. Protect Home Database Integrity: Any integration activity in a database for which the user is an External User should not compromise or interfere with the SSO settings of a user’s home database.

   Expected Benefits:

   1. Operational Efficiency: Facilitating a consistent SSO experience would circumvent unexpected disruptions, paving the way for efficient daily workflows.

   2. Enhanced Client Servicing: A robust integration means we can service clients across all databases, void of any obstacles.

   3. Enhancement Of All SSO Integrations: We experience the same SSO failures with trying to integrate Redtail to Wealthscape, completely disabling the “Set Up New Account” SSO workflow to Fidelity. This is an integration we were very much hoping to use. We are now planning to use the Orion to Fidelity new account workflow once it is fixed.

   Impact Analysis:

   The inconsistencies in the SSO integration can necessitate manual re-entry of information across platforms. This manual duplication process inherently increases the risk of human errors, leading to potential discrepancies and inefficiencies. Moreover, our inability to interact with our co-advisor databases in the same intuitive manner as home users significantly hinders our capacity to showcase the benefits and functionalities of SSO integrations to them. This situation not only strains our internal processes but also places us at a distinct disadvantage during collaborative efforts and demonstrations. It would also be unreasonable to suggest that we set up all our employees that need “switch” access to another database we own, as home users of each database, and instead of switching, they log out of their home database and log in as a home user of each of our 25 databases in order to service all the portfolios we maintain.

   Future Implications and Dependencies:
   As our firm grows adding more outside co-advisor groups, and technology advances, seamless integration between platforms becomes more than just a convenience; it's an operational necessity. With specific reference to Redtail and Orion:

   1. Redtail CRM & Redtail Imaging: How will external users of a Redtail CRM database access the corresponding Redtail Imaging database? Has this been considered?

   2. Orion Document Vault & Redtail Imaging: As Orion moves to utilize Redtail Imaging for its Document Vault, any disruptions or inconsistencies in SSO integration could prevent our team from accessing vital client documents stored in the vault. This not only hinders our internal operations but can also jeopardize timely client servicing, which relies on access to these crucial documents.

   3. Orion Client Portal Implications: The limitations in SSO integration could have future repercussions in Orion’s client portal access should an integration be forthcoming there.

   4. Other Platform Integrations: Beyond just Redtail and Orion, the SSO integration issue could potentially hinder our integration with other platforms, such as LaserApp, PreciseFP, PDF.co or ShareFile. Such disruptions can lead to inefficiencies and, in worse scenarios, data inconsistencies or losses.

   5. Anticipated Growth and Scalability: As we foresee more co-advisor collaborations and potentially new platforms being added to our ecosystem, the current SSO limitations can become a more significant bottleneck. Addressing it now will pave the way for smoother expansions in the future.

   Conclusion:

   In an age of digital integration, the harmonious interplay between platforms is pivotal for operational efficiency, client servicing, and future scalability. While the alliance between Redtail and Orion is undoubtedly paramount, our concerns transcend this singular partnership. It is imperative to recognize that the challenges faced in SSO integration have ripple effects across our entire tech stack, affecting integrations with platforms like LaserApp, PreciseFP, PDF.co, ShareFile, and more. Addressing these concerns ensures not only an enhanced user experience within Redtail and Orion but also secures the integrity and fluidity of our operations across the board. We advocate for a solution that not only leverages the combined strengths of individual platforms but also fortifies the interconnected web of systems that our operations rely on.

   Enhancing Consistent SSO Integration Across Multiple Redtail Databases

   Background:

   CPS Investment Advisors services external Co-advisor firms, culminating in our establishment of a primary home Redtail database along with 24 supplementary Redtail databases. While with Orion we have a single unified database, Redtail specifically suggested the deployment of distinct databases as the only way to partition clients. This ensures each outside co-advisor firm we service only sees their own designated clients. This proposal was grounded in the commitment that navigating between these databases would be fluid by “Switching” into our other Redtail databases in managing all clients that we service across… more

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2. Give us a way to auto paste to spreadsheets

   Maybe link office 365 to redtail or have its own spreadsheet page. Instead of just listing info like writing on a sheet of paper, have it with text boxes that then paste onto a pre-organized spreadsheet that can be saved/linked to onedrive.

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3. Orion integration - add ability to link to more than one database or choose which database to link to

   Our firm has a parent database and a child database in Orion. We are unable to link our Orion child database to RT because currently it will only allow one database to be linked. In this instance we would want the child database to be linked but not the parent database. Having the ability to pick one over the other is helpful or having the ability to link more than one database would solve our current problem.

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4. Disable Integrations

   Admins should be able to disable integrations for users. (So users cannot connect random integrations and pull in a bunch of junk info.)

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5. Holistiplan integration with Redtail

   Integration with Holistiplan would be great for know your client, tax rate information, marginal taxes, income, AGI and more

   15 votes

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6. default accounts tab with orion

   When clicking on the account tab with the Orion integration can it be that we choose which account view we want - Orion or Redtail?

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7. LPL uses OnceHub

   LPL uses OnceHub for linked calendar booking. It would be nice to have it integrated to RedTail. OnceHub only has Salesforce and InfusionSoft currently.

   13 votes

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8. Ring central

   It would be great to have an integration so that when my Ringcentral line rings with a client's number (it would have to be the one in Redtail obviously) their account information would pop up, rather than having to search for them.

   22 votes

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9. Orion Household Linking for Spouses

   Currently, a contact in RedTail links to the Orion household with matching Tax ID. This is great, except when I try to link spouses to the household. Currently, the spouse would have a separate household. This is not practical since most couples want their assets together. Please look into the additional household members Tax ID being picked up for linking households in addition to the main Tax ID - or maybe there is a way to manually select a household to link a contact to.

   7 votes

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10. Phone call Relaying/Forwarding integration

    Something I LOVED on a previous CRM was the ability to click the phone number, and it would call your phone, you answered, and it would call that client for you through the phone system (it didn't matter what phone system you used, so individual app integration didn't matter, it just called your phone number to make the call for you). So much easier and faster than dialing the number, and creating a new event/note that I made a call to that person that day. It automatically logged that call and I could add notes.

    12 votes

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11. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    26 votes

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12. precise

    It would be very helpful if the integration with Precisefp also mapped the Know Your Client fields. This would allow us to send a digital Know Your Client form via Precisefp where the client could update or confirm the information.

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13. Provide an option to REMOVE THE AUM from dashboard

    I LOVE the AUM on the dashboard. It was great to see it grow over time. However, now I've switched BDs to Commonwealth and no longer have access to Albridge data. My feed will no longer update. For all the reasons it is cool to see your AUM it very much sucks to see a goose egg at every log on. Seriously, this could eventually be a deal breaker for us, Redtail.

    4 votes

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14. FMG Suite (Segregate FMG Email Sent Notifications)

    Please Segregate FMG Email Sent Notification into its own Sidebar category, possibly under "Marketing" just like you Segregated out Redtail Speak Messages. Notes is getting too cluttered with all notifications.

    12 votes

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15. My Rep Chat Note Categories

    Currently MyRepChat integration notes import with no category, making it impossible to pull any kind of report on these from the client level. The integration should either autofill the category to the default Redtail note category, or include a feature allowing the user to select a note category for MyRepChat integration.

    8 votes

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16. rightcapital

    Is it possible to integrate with RightCapital?

    13 votes

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17. RightCapital

    I'd really like to see a RightCapital integration. Thanks!

    10 votes

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18. Altruist integration with account opening and importing daily account values

    Altruist has been a great new custodian for RIA advisors. Great to have Redtail/Altruist integration similar to other custodians both with daily account information and possible data sync with clients for new account opening.

    27 votes

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19. Integrating Clientworks Calendar with Redtail Calendar

    Integrate CW calendar with Redtail calendar.
    For those of us using Meeting Manager having the Clientworks Calendar integrated with Redtail Calendar would be helpful with carrying over appointments.

    6 votes

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20. Integration with Empower

    Would like to have an integration with Empower

    7 votes

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