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!

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  1. add a new word to status

    When I go into the account number for a client, there are only four items under status
    1. Open
    2. Closed
    3. Pending
    4. Under review

    I would like to add 5. Annuitized.

    We have quite a few accounts that are listed as open. They do not have a balance as they are annuitized. So if we would look at the account we would see that. We would not need to worry as to why there is no balance attached. It is not closed, but yet it is not opened. Once annuitized nothing further can be done to the account,…

    4 votes
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  2. Be able to remove account types we don't use

    I am all for clean data. We are creating a Redtail Style Guide right now. The section for how to label accounts is unnecessarily long because we have to list account types we can't delete and mark them 'DO NOT USE'. It also makes navigating to the account type we actually need take longer than it needs to. Please let us clean those up (and any other field where you have undeletable options).

    6 votes
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  3. Allow Deletion of Default Account Types/Tax Qualified Types

    You have too many undeletable Account Types/Tax-Qualified Types and I want to be able to delete them so I can leave only mutually exclusive options there that my firm would ever use. Also, I want to delete some tax-qualified types because tax-qualified is used as a filter for your RMD report so I want to remove HSA, MSA, UTMA, UGMA, and 529.

    3 votes
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  4. INCLUDE Zero Balance Accounts from feeds

    Greetings, we enjoy a feed into Redtail from our primary Custodian. However, while the custodian includes ZERO (-0-) balance accounts in the feed (we believe, because we get them in our internal copy) Redtail does not represent them. We feel this is critical to match new accounts to temporary ones we create with new clients, prior to funding and where we populate detailed info about those temporary accounts. Once an Account Number is then assigned on opening at the Custodian, we have to manually track, update and handle everything until its funded (maybe months depending upon the situation) and finally…

    4 votes
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  5. Retirement account rollover documentation

    It would be nice to have an area on the account page where we could document that we have completed the documentation for a retirement account rollover recommendation and link it to multiple accounts.

    1 vote
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  6. Retirement account rollover documentation

    We are required to document retirement account rollover recommendations. It would be nice if we can document somewhere on the account record that we have completed the documentation for this recommendation and link multiple accounts to the recommendation.

    3 votes
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  7. Trusted Contact and Authorized Person to Receive Information at Account Level

    Trusted Contact and Authorized Person to Receive Information are Account specific. We have clients that have different Trusted Contacts assigned to different accounts. Therefore we would like to add the Trusted Contact and/or the Authorized Person to Receive Information in the "Ownership" section. As this section is already established to select individuals associated with the account (ie. "Insured").

    1 vote
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  8. update the share price on an asset and having it update a bulk to all account who have same asset even though they have seperate account #'s

    although many clients have their own account number for a particular asset in the data base CRM , many clients have the same asset.. we want to be able to open up the asset itself and change the share price after the company changes the share price and send it with in the system as a bulk share price update to all who own the same asset in 1 single move

    3 votes
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  9. Ability to link Redtail Imaging folders to Account level in Redtail CRM

    We store docs in both the CRM and Redtail Imaging. would like the ability to link RedTail Imaging folders set up for a clients specific Account Documents to the Account record in the CRM.

    3 votes
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  10. Linking Employee Retirement Plan Accounts to the Business Contact

    Since retirement plans (401(k)s/SEPs/SIMPLEs) are a huge part of the industry, there should be the ability to link employee retirement accounts to the business contact and still have it show up under the employee's contact. This way you can see the aggregated total of the retirement plan assets but would also be able to see employee balances individually. Currently, an account can only be linked to one contact.

    Since there is the ability to link the account to a contact and then choose a different owner for the account, this should allow the account to flow through to the owner's…

    3 votes
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  11. 'Auto Withdrawals' checkbox, etc. mz

    Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account
    Similar to 'Tax Qualified' checkbox in Update Account area, Add checkbox for 'Auto Withdrawals' that indicate that systematic auto-withdrawals are active with this account, or remind Admin to initiate an annual withdrawal (on a date). [a start date would be nice, too.]
    Then dropdown a section to indicate checkboxes for 'RMDs,' and 'Fixed withdrawals' (choosing either or both); then checkboxes or dropdown for 'monthly,' 'quarterly,' or 'annual' withdrawals with a specified date. Need to know from where income is being…

    1 vote
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  12. Let us use Google Authenticator to sign in, instead of having to remember passwords

    Let us use Google Authenticator to sign in, instead of having to remember passwords. It is most irritating to have 100 different passwords to keep track of, using Google Authenticator makes it 100 times easier to verify who we are!

    3 votes
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  13. Turn off certain feilds in Contacts account

    Having the ability to turn off certain fields/criteria on contacts account that aren't being used. More visibly appealing and easier to decipher.

    1 vote
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  14. User Privileges For Client Account Integration

    Our office has two sides - an Accounting firm who are not licensed to view client financial account information, and a Financial Management firm that does. All of us use Redtail for a CRM and we are unable to integrate financial information into our database via Albridge, etc because some users are not cleared to view such client information.

    What if we could assign permissions or user privilege's to CRM users that allowed them to view a client's accounts and/or financial information?

    3 votes
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  15. Please adjust redtail to be user friendly for advisor firms that primarily serve corporate clients retirement benefits. Plan business.

    Please improve redtail so it is user friendly for advisor firms that primarily serve corporate clients retirement benefits. Plan business.

    3 votes
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  16. insurance ownership

    If a life insurance policy owner and insured are different, have a way to post the same policy under each name without re-entering. and when the insured takes over ownership, and you change ownership, the policy should move to the new owners page. Currently you have to re-enter the data.

    1 vote
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  17. Adding Deceased's information on Account page for Bene IRA Profile

    It would be helpful to enter the deceased's information on the Account profile for beneficiary IRAs, specifically, name, relationship, DOB, DOD.

    33 votes
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  18. Security Price Update for Added Accounts: Universal price update for all added accounts holding the same added security not on a feed.

    I have dozens of clients with mutual funds and stocks that are not reported on the Albridge feed. (ie. CLTCX) Some other added accounts have stocks held with the transfer agent or clients hold restricted stock.

    Even though the price of the security is published, I must go into every account to update the price of the security because of it not being on a feed.

    Can we have a feature, whereby if an added account holds a security such as AT&T, I enter the price of AT&T as of a certain date, then all the added accounts holding AT&T…

    6 votes
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  19. Enhance the group medical insurance plan account type

    The Coverage Info section for the medical insurance could allow for the user to input the number of plans, name those plans, indicate if they have an HSA/HRA, explain who is eligible, list coinsurance instead of copays, list network, list network provider, list formulary, and list PBM.

    The general info section could expand like the 401k section so that it includes space for carriers, carrier type, carrier coverage amount, TPA, the funding type (e.g., level funded), the individual spec., and surplus sharing info.

    6 votes
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  20. Needs the ability to separate AUM for each Advisor and Family AUM grouping.

    Needs the ability to separate AUM for each Advisor and Family AUM grouping.

    3 votes
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