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.
220 results found
-
Beneficiary IRA Decedent's Information
Please put a section in for the Decedent's Information - Name, Birthdate and Date of Death so that it is easy to access when calculation RMDs.
3 votes -
beneficiary data
Can the add beneficiary pull in an existing contact record so that we don't have to enter information if they are already in the system.
11 votes -
Pull in info from emoney
I'd like to see the financial information from emoney come into redtail. There's no easy way to see everything on one page right. Even if it's just an overview of non-qual and qualified totals.
16 votes -
Add Custodian
Please add integrations for the following custodians:
TRPC (The Retirement Plan Company)
T. Rowe Price
American FundsWe manage several 401k and retirement plans thru different vendors, and it would be great to have a direct feed from these custodians.
For advisors not managing the 401k assets - they could still track their clients "Held Away" assets using this function.
Win-win for both types of advisors.
7 votes -
Make Activates and Workflows searchable within client profile
Within the notes category there is a great search filer in the clients profile. You can easily search while on a client page their notes and filter based on type, category, or text. This would be great to have in activities and even workflows. Currently if you would like to search the activities and filter by a category for example, you must leave the client page and go to the reports and go through a lengthy process
1 vote -
computershare
Computershare has a Financial Advisor portal and would be great to have this as an integration for client accounts.
6 votes -
Name of family account holder, column for accounts page
On accounts page, please include column for the owner of account. When including family accounts, all accounts are listed. It can be difficult to tell which family member is the primary/owner of the account when there are multiple family members and multiple accounts
7 votes -
Mobile app toggle for family and joint accounts
Please create a button/toggle for family and joint accounts for the mobile app, like the web version of the CRM.
5 votes -
assets under management
Assets Under Management (AUM) Report to allow for Joint Fieldwork Commission Splits Customization.
For example, I currently have 48 clients with brokerage accounts that show up in my AUM Tracker/Report - 35 of which are my individual clients that I'm compensated on fully, and 13 of which I work on jointly with other colleagues on my team (that I'm compensated on 50% of those account's values).
It would be nice to have a customized report feature/option, where I could select those 13 specific accounts to only show as 50% of their value in my personal report (since that's the amount…
3 votes -
Account Renewal Reminders
Once an account is CLOSED, the account still shows up on the Reminders report. Could you implement a feature where once the account is closed, the reminders stop showing up in the reports and on the dashboard?
1 vote -
Closed Accounts
Although closed accounts do in fact fall to the bottom of the page and are separate from funded accounts, it would be nice if there was a dotted line (or like) between the last funded account and the first closed account to more quickly identify the difference. Thanks.
4 votes -
On fields in account edit screen, give us way to consolidate options
The account fields are ones you can type whatever you want into or select the item if it has been entered before. I am generally fine it works that way but now ehn I look for LPL accounts I have to look up accounts by company 'LPL' and 'LPL Financial'. It would be good to have a way to say 'switch all fields that read 'LPL' to 'LPL Financial' so we can clean up our database quickly and quickly get rid of multiple selections that mean the same thing. It would be much quicker than pulling up all relevant accounts…
3 votes -
rider report
Can we add a filter where we can pull a report with all of the riders listed? I know we have one with the rider reminders, but can we pull one where it lists the client's names, accounts, and riders?
6 votes -
Edit Unlinked Accounts
It would be very helpful if we were able to edit the account information before linking the account. That way once the account is linked, the information is correct and as we would like it.
Currently, we have to first link the account, then go into the client record, then go to accounts, then edit the account. It is a lot of unnecessary steps.
Thanks!
3 votes -
Accounts
Show "OWNER" as a Column in Family Accounts tab or Show "ACCOUNT TITLE" in the Family Accounts Tab
4 votes -
9 votes
-
accounts charts in numerical order
We were wondering if we could have an option to have accounts listed by value in the account and not numerical order of the account number. When looking through accounts it would, at times, be easier to sort them with what is missing on a report if they were listed with largest account value down to smallest. thanks.
1 vote -
Total Accounts Chart on Account page should be just open accounts
Clicking on the "Today" page, and then "Accounts" gives you a circle chart that lists Accounts by Type. I feel this chart should only list the "open" accounts, as if they are "closed" then it isn't an active account under management (aum) anymore.
12 votes -
accounts
Add a dropdown of accounts for activities just like it is in notes
1 vote -
When pulling up Important Info, make the pop up window much bigger.
See the "how you can improve" section.
4 votes
- Don't see your idea?