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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.

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50 results found

  1. Billable Time Tracking

    I'd like to see a check box "billable" so we can know if the time spent with or on the client was billable. and have a report that we can print/export that would have the clients name, and activity details such as duration, and description

    380 votes
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  2. Need a spot to add beneficiary info without creating beneficiary as a contact.

    I want to add client beneficiary information without having the beneficiary as a contact in the CRM. Include a section in "Know Your Client" to add beneficiary name, DOB, SS#, address, etc.

    205 votes
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  3. Assign Activity to Team

    I would like to be able to assign an activity to a team, instead of only being able to assign activities to users.

    This works well for reassigning tasks and roles while individuals are out or unavailable.

    For instance Joe Smith (JS) handles all of our client paperwork. Jane Doe (JD) is the paraplanner in the office. I have created a team: "Client Service - JS". Joe Smith is currently the only member of that team. I would like to be able to assign activities (like processing client paperwork) to Client Service - JS. If Joe Smith decides to leave…

    173 votes
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  4. Risk tolerance options in Redtail Tailwag

    Currently there are three risk tolerances in Redtail CRM and we do not have the ability to modify them. Within TFA and our practice we use five. It would be great if you could add low-moderate and moderate-high. What is there now does not accurately reflect our clients needs and does not filter into LasarApp the way it needs to be.

    153 votes
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  5. 146 votes
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  6. Add fields to comply with the "know your client" FINRA requirements

    Right now about 1/3 of the necessary fields are there and if we could get them all there, easier to document for our records and can be used by virtual assistants.

    145 votes
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  7. Allow Customization of the Know Your Client Tab

    All advisor offices do client reviews a little differently. Many use the information on the Know Your Client tab during the review. However, the fields on the KYC tab are limited and static. If an advisor wants to add information about their long-term care or disability policy, or other options discussed, that field is not on the tab, nor can you run reports for it. If an advisor wants to discuss position concentrations, and possible trading options, that field is not on this tab. It would be great if you built in the flexibility for each advisor to customize this…

    138 votes
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  8. Add an Estate Planning Tab

    Add an Estate planning section under KNOW YOUR CLIENT with the following sub sections
    1. Health Care directives - yes or no
    2. A durable power of attorney - yes or no
    3. A Will - name of will
    4. A living Trust - Name of trust and date of trust

    103 votes
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  9. Time tracker

    Similar to Toggle, something that when you're in the CRM on a client, you can hit a button and it times who is working on that client and for how long, maybe have project options. This would be very helpful when you have to bill clients. Also, you'd have a log of how much time you spend with that client.

    85 votes
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  10. Add Latest CRS Delivery to the Know Your Client Tab

    Please add an input field for Latest CRS Delivery date to the Know Your Client Tab, along with the Latest ADV Delivery and Latest Privacy Policy Delivery date inputs.

    78 votes
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  11. Add columns to the Accounts Overview page

    It would be very helpful to have along with: Number, Company, Product.... to also have "Beneficiary" and "Insured." If these were available we could review over the phone at a glance and see which policies or accounts need updating. There is a big push for accountability for advisors to be sure the beneficiary designations are correct. This would also help identify insurance policies on children which are owned by their parents.

    73 votes
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  12. UPDATE STRATEGIC ALLOCATION MODEL

    Please allow customization here. Please add the ability for us to change the fields or add a field. Specifically Objective to "Portfolio Model".

    38 votes
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  13. Contact Details - Add Retired/Retiring As Of Option

    In financial industry advise offered to clients may differ based on whether they are retired, on the verge of retiring or have many years left to work.

    It would be helpful/useful to money managers / planners to Add Retired/Retiring As Of Option with a drop down to select a date so this information can be entered when the client is created. This would greatly increase the functionality of searching contacts without having to manually assign this options as a keyword or tag group as it may be overlooked.

    37 votes
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  14. 30 votes
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  15. Client Review Dates

    Have "next review" be the actual date we schedule with the client for his or her next review -
    Have a "next review due" for when they should be due for their next review
    Have a "last review" field as well
    Have these right where the "next review" currently is so if a client calls in we can quickly retrieve this information. Currently, when we create an activity for his or her review we have to locate that activity (especially if it's planned well in advance)
    Then we can easily export and see who is due for a review

    28 votes
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  16. check a box to update the spouse's Know Your Client

    an option to check a box when updating a clients last review date to also update the spouse would be very time saving

    28 votes
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  17. Know Your Client Options

    There are a few categories under Know Your Client. It would be nice if we could add or remove different categories customizing them to our own business. This way we could better keep track of information for our clients. Ex. having a section for beneficiaries and another section for alternative addresses or trusted contacts or having a section for special notes.

    27 votes
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  18. Break out Income more so we can differenciate Earned Income, Social Security, Pension, and Other to align with reality of financial planning

    Instead of just using "Adjusted Gross Income" under the Financials section of "Know your Client" please add additional breakouts for earned income, social security, pension, and other! It is very important for advisors with fee-based and planning based practices to record the breakout...not just one figure, and going through the trouble of making User Defined Fields when not necessary is inefficient.

    26 votes
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  19. Assets/Liabilities/Income

    Under assets and liabilities, we have to set these up every single time for each client. It would be great if we could set up the exact assets and liabilities we want for all of our database, that way it populates automatically and we can go in and just enter in the balances personally. Also, add an "Income" box on the assets/liabilities page, so we can see all sources of income: i.e. pension, social security, etc.

    25 votes
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  20. client since

    automatically put the date of "client since" the date they were entered into RT as a client. have an edit option in case it needs to be changed

    23 votes
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