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.
124 results found
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RMD Value & Information section
In the account section, I'd love to have an area specifically for RMD info.
There is the general info section, which duplicates the issue date (listed in the account dates), the cash value and as of date (which duplicates the account assets balance), face value (which duplicates the coverage info), surrender value and as of date, loan balance, asset rebalance and rebalance frequency. Why can't an RMD info section be added, or the general section modified to include 12/31 year end value, RMD value, a check box for auto RMD, and that type of information? I'd love to be able…
1,993 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 more fields under beneficiaries
Add fields under beneficiaries for address, relation, DOB, and social security number for each beneficiary. Beneficiary information is extremely important and should be easily accessible all in one location.
503 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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Account Risk Tolerance and Time Horizon Fields
It would be nice if the fields under an Account for Investment Objective, Time Horizon, and Risk Tolerance could match up with those of my BD new account forms. Currently only the Investment Objective list can be modified in RT. Could you make it so we could modify the lists for Risk Tolerance and Time Horizon as well thus creating a list of choices that match up with those of our respective BDs?
Thanks.292 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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Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD
Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD so that each account that pulls from your feed wether its DST Vision or Albridge Solutions etc that it will show who the owner is and how it is titled, along with another with this all showing on the Reports. Right now we pull up RT or a Report of accounts and there is no ownership designation so could be an IRA or NQ or Joint we wouldn't know... Please have this viewable in RT and on the reports.
251 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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Link Account to Multiple Contacts
I would like to be able to link accounts to multiple contacts. Joint accounts, also trust accounts where the trustees may or may not be a part of the same household. It would also be nice for the purpose of linking a power of attorney to an account.
110 votesRedtail has read this 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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Remove Closed Accounts from Reporting Under Account Type
When you click on accounts and see the graph for what type of accounts make up your client base, the closed accounts are still reflected. This does not depict an accurate picture of our clientele. Including the data skews what type of accounts we should be focusing on for our firm. Please do not include closed account in reporting function. They are closed and should not be considered relevant data to the existing database. However we should not have to delete them entirely because we might have important notes of past history tied to those accounts. Just disable them from…
81 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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I need to see clients trust accounts on their Contact page.
When my clients are trustee or beneficiary on a Trust account I need to see that relationship on the Contact page. Currently only accounts in the clients SSN are included in AUM on the Contact page. Linking the client to the Trust in memberships does not show up on the Contact page. The only way I can relate the client to the trust is through personal knowledge. If I am looking at the Contact page and do not recall they also have a Trust account there is nothing there ont the Contact page to remind me.
79 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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insurance
There should be a seperate section for insurance products rather than lumping them together with investment accounts...unless its a cash value policy. Implement the seperate section so that all the various insurance data options are available to customize for Term life, LTC, disability, health, auto, casualty, etc.
61 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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Non-Qualified
Please add a check box for Non-Qualified and a tag that says Non-Qualified. That way when I'm looking at an account, I don't have to double check that I missed the Tax Qualified box. Also, it would be good for pulling reports.
59 votesRedtail has read this 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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Accounts Information
Is there a reason the entire accounts page reads like an insurance/annuity page? Investment accounts (brokerage, mutual funds, etc) don't have delivery dates, issue dates, premiums, surrender values, etc. This information is important for insurance contracts but not useful for investment accounts. Perhaps a box that just pertains the investment information needs to be added and combine the current boxes into one titled insurance contracts.
57 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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Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.
Allow acknowledgement of a "per stirpes" designation for each beneficiary. Then if that box is checked have an additional area pop up that will allow to put the per stirpes recipients names if they are known.
54 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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advanced search feature - account balance
on the advanced search fields we can search by portfolio value but not by individual account value. please add that search field.
this allows us to search and find zero balance accounts or any accounts under/over certain values for opportunities.
thank you
50 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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Account Nickname
Under the client account section on the Account Card can you add a field that is called "Account Nickname" And have this field be part of the "Accounts by Contact" export. We use account nicknames in addition to the account numbers around the office as to designate the account without having to remember a crazy number that is different from custodian to custodian. Thanks
50 votesThis 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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Contacts > Accounts > Display Account Title/Name
Contacts > Accounts > Please add a column to display Account Title/Name so that we know which account is which from the titling!
49 votesThis 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 Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls
We need an easy way to track cumulative account withdrawals- for both systematic and one-time amounts.
49 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Please add search feature to Beneficiary
Beneficiary information needs to become a searchable field along with the auto population of DOB and SS#. This would save time when updating forms and reviewing beneficiaries.
46 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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Make Albridge downloads more detailed; they are too basic.
Albridge downloads should include company name, account or product type, holding details and how the account is titled. Currently all we get is an account number and account value.
43 votesThis 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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life Insurance Information
We should be able to put all information concerning a Life Insurance Policy into our CRM. Face Amount, Issue Date, Premium, Death Benefit, Beneficiaries, Rating.
34 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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Include Life Insurance in " Accounts"
I would like to include my life insurance clients in accounts, Face Amount, Premium, date issued, etc. and be able to add the cash value as part of the" balance" of all assets.
32 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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Customizable Landing Page
We are requesting the ability to create and modify a custom landing page in Redtail. There are a number of fields we'd like to view on one screen prior to meeting, and while meeting, with clients. A few of the fields we'd like to see at once are as follows:
• Name
• Address
• Phone/Email
• DOB (age)
• Children’s names
• Accountant
• Attorney
• Insurance Agent
• Stand-by- YES/NO
• Review Date
• Account Types
• Account Model
• Latest Tax Return on file32 votes
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