185 results found

1. Securian Financial - Minnesota Life Insurance Applications

   Please create an integration between Red Tail and Securian Financials' Minnesota Life E-Application iPipeline system so that clients basic information is auto populated. Thank you!

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2. speak

   Speak text communications should be automatically recorded in redtail notes at the end of the day so everyone in the team can see the communication happening with the clients and respond to client or let other team member know to respond as applicable.

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3. 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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4. 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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5. 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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6. 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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7. Widgets for ClientWorks

   A widget for ClientWorks that allows us to see tasks, workflows and reminders on the ClientWorks homepage easily without needing to open RT.

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8. Imaging file- once you select a file in Imaging, you should have a scroll bar to view quickly rather than only click > for next page.
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9. Imaging file- once you select a file in Imaging, you should have the option to magnify in order to read small print.
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10. Set up Annuity Genius integration
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11. "Let's Talk" Glia Feature on RedTail CRM

    "Let's Talk" feature powered by Glia into the RedTail CRM platform is a decent idea with horrible implementation.
    
    While I understand and appreciate the value of enhancing communication capabilities on the platform, the current implementation of this feature has resulted in some unforeseen challenges. Specifically, the Glia interface currently obscures a portion of the screen which contains valuable data crucial for us end users like me. This has been impacting our productivity and efficiency, as we can't access or view the information we need.
    I realize you are working on a quick fix to allow users to close the Glia window to view the underlying data. However, I'd like to suggest a more substantial solution. Temporarily remove this feature from the platform until a version that is not HORRIBLE can be implemented.

    "Let's Talk" feature powered by Glia into the RedTail CRM platform is a decent idea with horrible implementation.
    
    While I understand and appreciate the value of enhancing communication capabilities on the platform, the current implementation of this feature has resulted in some unforeseen challenges. Specifically, the Glia interface currently obscures a portion of the screen which contains valuable data crucial for us end users like me. This has been impacting our productivity and efficiency, as we can't access or view the information we need.
    I realize you are working on a quick fix to allow users to close the Glia… more

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12. Zapier

    Expanding Triggers and Actions for Redtail API with Zapier Integration for Enhanced Automation

    As a firm that highly values automation and streamlined processes, we have found the current API triggers and actions available for Zapier integration with Redtail CRM to be somewhat limited. We strongly believe that expanding the range of available triggers and actions for the Redtail API within Zapier would provide immense value to our firm and many other users who rely on Redtail CRM.

    Here are some specific enhancements we would like to see:

    Introduce an action for Notes, allowing us to automate note creation and updates.
    Enable the selection or segmentation of completed Workflow tasks as a trigger or action.
    Introduce triggers based on Status Category changes in Contact Records or Accounts.
    Enhance the current triggers to be more robust, allowing for more precise automation.
    These additional features would allow us to automate various tasks and track crucial data points more effectively. Without these improvements, we may have to consider exploring alternative CRM solutions that can better accommodate our needs. However, we would prefer to continue our partnership with Redtail, as we've had a positive experience with your platform thus far.

    By implementing these enhancements, we believe it would not only benefit our firm but also strengthen Redtail's position in the CRM market. We hope that you will consider these suggestions and work towards creating a more robust and automated experience for Redtail CRM users.

    Expanding Triggers and Actions for Redtail API with Zapier Integration for Enhanced Automation

    As a firm that highly values automation and streamlined processes, we have found the current API triggers and actions available for Zapier integration with Redtail CRM to be somewhat limited. We strongly believe that expanding the range of available triggers and actions for the Redtail API within Zapier would provide immense value to our firm and many other users who rely on Redtail CRM.

    Here are some specific enhancements we would like to see:

    Introduce an action for Notes, allowing us to automate note creation and updates.… more

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13. Create an API to seemlessly exchange data between Orion Planning and the Redtail CRM

    I am finding that it takes double-entry of prospects' data in the Redtail CRM and Orion Planning when onboarding. There is a potential for both time-savings and higher data quality to create an API between the two programs from an advisor perspective.

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14. social media archiving

    With email archiving, redtail could have social media archiving too.

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15. Keap/Infusionsoft direct integration

    Zapier integration is so limited with Keap (FKA Infusionsoft) and Redtail. I would love a full integration between the two, a push/pull capability. Right now, I'd have to train my whole team on how Keap works, plus have them do some actions in Keap, others in Infusionsoft - it's messy. I'd rather they have the capability to add information in Redtail, where they already are logged in all day, and add a contact to a tag group, keyword, UDF, and have that action push to Keap to start/stop campaigns, etc. Zapier is only allowing us to push data FROM keap TO infusionsoft, and it should be the other way around.

    Zapier integration is so limited with Keap (FKA Infusionsoft) and Redtail. I would love a full integration between the two, a push/pull capability. Right now, I'd have to train my whole team on how Keap works, plus have them do some actions in Keap, others in Infusionsoft - it's messy. I'd rather they have the capability to add information in Redtail, where they already are logged in all day, and add a contact to a tag group, keyword, UDF, and have that action push to Keap to start/stop campaigns, etc. Zapier is only allowing us to push data FROM keap… more

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16. Holistiplan integration with Redtail

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

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17. Orion reports requested in Redtail

    When in a contact's accounts on the Orion tab & a report is needed the contact/account information has to be re-keyed in. It would be a nice time saver if the fields would fill with the contact/account information.

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18. 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.

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19. Pull "Proactive Surveillance" date from LPL ClientWorks

    Redtail should be able to pull LPL's "Proactive Surveillance" dates from ClientWorks into the "Know Your Customer" fields in Redtail.

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20. 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.

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