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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  1. 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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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 Need to know from where income is being withdrawn. mz

    10 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. account status

    Please allow us to customize account status as there are more states of an account other than; Closed, Open, Pending, or Under Review.

    We need:
    Annuitized, Internal Transfer, Declined, etc.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Zillow Values Automated!

    Ability to choose and allow the current Zillow value flow through for the real estate address provided!

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Out of Surrender Date

    Would like a field added in the accounts to show the date an annuity will be "Out of Surrender".

    7 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 file

    15 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. CRS - This is a NIGHTMARE!

    We are doing our annual audit and I'm trying to run report on CRS and unable to pull this easily from anywhere.

    First off, reports should run by last name, not first when you pull the PDF!

    2nd - it only pulls on tax qualified accounts, under impression we need to give this form out more than that.

    3rd. Why is Fidicuary report not an option at the client/account level. Seems as it should be for just this purpose.

    4rd. Additionally is there a way to see history of when you given the CRS form out to clients and prospect,…

    10 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. personal profile form closed accounts

    Hide Closed Accounts in Personal Profile Form. If a client has a list of closed accounts, it takes up too much space and too much paper.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Imaging "flag" at account level

    We should have an additional Flag option when updating account info. In addition to discretionary, managed, or held away.... We should have a "Red Tail Imaging" option.

    We have some legacy accounts which are paper and some that we store in RedTail Imaging. Some clients have both. It would be helpful to easily identify where to find a folder for a specific account.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Default to Primary Beneficiary being listed First

    Under the accounts, could it DEFAULT for the primary beneficiaries to be listed first, then the contingents? I often have to delete and reinput them in the 'correct' order, especially when there are changes.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Clone account

    It would be nice to be able to clone an account instead of having to create a new one when there is a Roth conversion. Everything is exactly the same except the account number. So if I could clone the account and then just change the account number it would save me hours of work as we do lots of conversions.

    10 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Retreiver

    Add "you have been locked out" language when you are locked out for multiple bad login attempts. I've seen this on the CRM, but NOT for Retriever for Tailwag. I've been locked out twice and did not know until I called Support.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Bulk UDF Additions

    When setting up an account, it would be very helpful and time-saving to select UDFs from a list and add them all at once, then go back and edit them with the needed information.

    9 votes
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  15. American United Life Insurance

    Would like to request a direct feed to American United Life Insurance so that our client's who hold policies with them can feed directly into Redtail without manually adding the accounts.

    1 vote
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  16. Integration with Blackrock iShares 529 accounts

    Integration with Blackrock iShares 529 accounts

    1 vote
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  17. Integration with Blackrock iShares 529 accounts

    Integration with Blackrock iShares 529 accounts

    1 vote
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  18. Account Status options

    under the client account you have 3 options 1-pending 2- under review and 3 closed. is it possible to have a 4th like internal transfer. or other. my reasoning for this suggestions is when you run reports it will not appear to have so many closed accounts when in reality those accounts were combined or and internal transfer to another type of product.!!!!!!

    12 votes
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  19. Prior day Albridge feed

    Discovered that Albridge feed is NOT from the prior day close, but 2 days prior. Was told by tech support is that is "normal behavior". I use Money Guide Pro software and opening a client's financial plan will always bring over the prior day close. Why can't Redtail get prior day close data? Also observed that Market data is not the current day information but rather prior day close,

    4 votes
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  20. Fi360 Integration

    Fi360 is a great platform for the monitoring and reporting of retirement plan (401k's) and it would be great if Redtail could integrate with them the way it does with Albridge

    6 votes
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