Create a bi directional connection with asset-map that allows accounts to flow through. Accounts updated in assetmap will show in redtail for notes and vice versa

Would like to have Client birthday's synch through retriever to my outlook calendar.

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.

Would like to have an integration with Empower

As a Redtail User, I would like to have employment and citizenship data pull over in Digital Account Opening as those are required fields to populate on new accounts

LPL now has a feature through Clientworks called meeting manager. It would be helpful if the meeting notes entered into meeting manager would feed into the redtail notes. They have also introduced their own version of a CRM and it would be useful for that to integrate as well.

This would work similarly to Google Alerts (but hopefully without having to enter each name individually into the alert search feature). This would enhance advisor ability to celebrate good news with clients or find out about deaths sooner than when a family member notifies (sometimes so late we can't attend the funeral). Would be nice if alerts could be sent via user email as well.

The Redtail integration to EMoney is a disgrace. We should be able to do more than just dump basic client info from Redtainl into EMoney. We shoulds have the ability to pull account information from EMoney's aggregation functionality. Additionally, reports should be able to be sent into client's note folders.

We use Laser App on a daily basis. Can something be done so that the "Mobile" number on a contact record will flood in a PRIMARY PHONE NUMBER? It only pulls in a "Home" ph number, & most do not even have home phones anymore. We ALWAYS have to manually input the mobile phone number as the "main ph #" for clients ppwk.

I would like to have an integration with Ascensus

Requesting an integration with July

Voxtelesys as a VOIP provider/partner

Let's say I want to send a PreciseFP form when a workflow step/task is completed. I can't do that because the workflow data doesn't include information about the workflow's linked contact. So, right now, not a whole lot you can do with this trigger if it involves contacts in redtail.

We would love to be able to use Mobile Assistant to assign a task to someone other that the user dictating the note. For example, an advisor could assign a task to a paraplanner (not just themselves) using Mobile Assistant.

The two-way integration with Laserfiche will allow for forms completed to populate client information, initiate workflows and tasks. Let's get this done. Thank you.

Expand Zapier fields and actions.

Expand Zapier to contacts Updated, Tasks created or updated, and calendar events created or updated. This would quickly expand the capability of RedTail.

Can you segregate text messages from notes into its own category.
so instead searching for text messages in notes.. I would Access the text messages under a text messages category heading on the side bar.

Full integration with ScheduleOnce.

Please add slack app integrations.