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101 results found

  1. 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…

    75 votes
    11 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  2. 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…

    1,973 votes
    97 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  3. 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!

    44 votes
    2 comments  ·  Accounts  ·  Admin →
    How important is this to you?
    Reviewed  ·  Redtail Development Team responded

    This 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!

  4. 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

    48 votes
    4 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  5. Sort Columns in Account View

    On the accounts page, i would love to be able to sort by account type or company. the account number is actually the least helpful thing to sort by.

    18 votes
    1 comment  ·  Accounts  ·  Admin →
    How important is this to you?

  6. Account Information

    It seems the current "Accounts" tab under client contact is aimed at insurances. We deal a lot with annuities. Please add the following sections under accounts: surrender schedule, surrender charge, income benefit, death benefit, mortality and expense charge, administration charge, cost basis etc.

    28 votes
    2 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  7. 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.

    48 votes
    2 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  8. 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 votes
    4 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  9. Ability to link 2 contacts at once to an activity, task, etc...

    When I want to link a husband and wife to an activity or task, I have to go through the "link a contact" process twice. It would be nice if I could search their last name and just click on both of their names at the same time.

    27 votes
    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  10. 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.

    242 votes
    22 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  11. 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.

    53 votes
    3 comments  ·  Accounts  ·  Admin →
    How important is this to you?
    Received  ·  Redtail Development Team responded

    Redtail 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!

  12. Edit/customize account information fields within an account type

    Right now the fields within different account types are set, and not always pertaining to applicable features within certain registrations/ investments. Would be nice if the administrator could add/ edit/ remove account specs from the within a specific account type to match what our office would like to see when viewing certain types of accounts in Redtail. For example: just on the account type Variable Annuity, we want a death benefit option to be a list of riders we frequently use or Return of Principal, but it only gives us the options of Level, Increasing, Automatic or Decreasing which only…

    24 votes
    1 comment  ·  Accounts  ·  Admin →
    How important is this to you?

  13. 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 votes
    3 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  14. 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 votes
    3 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  15. 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 votes
    23 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  16. Mask client account numbers

    Mask client account numbers, or give an option to hide it. This is a confidentiality issue.

    12 votes
    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  17. 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.

    104 votes
    8 comments  ·  Accounts  ·  Admin →
    How important is this to you?
    Received  ·  Redtail Development Team responded

    Redtail 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!

  18. Have the beneficiary report be customizable

    Let us build our own beneficiary report. I.E. show account balance or do not show account balance. Show account number, or show partial account number. Show closed accounts or do not show closed accounts.

    18 votes
    3 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  19. 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

    47 votes
    3 comments  ·  Accounts  ·  Admin →
    How important is this to you?
    Reviewed  ·  Redtail Development Team responded

    This 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!

  20. 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.

    495 votes
    15 comments  ·  Accounts  ·  Admin →
    How important is this to you?
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