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Redtail CRM

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96 results found

  1. 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.

    199 votes
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  2. Client Intake Form to email or provide tablet for clients to complete

    Would like a client Intake Form they can complete online at home and it automatically populate Redtail client info -- or at least a tablet version so the client can type in their new/updated information.

    70 votes
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  3. 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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  4. 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…

    149 votes
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  5. appointment time slots

    Our current business model utilizes appointment slots in 45 minute increments. Tailwag currently utilizes 15, 30, and 60 minute time slots. Can Redtail Tailwag be updated to allow for the 45 minute time slots as well, please?

    Thanks for your consideration in this matter!

    18 votes
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  6. Make it possible to print a blank profile form

    In the old version of Redtail, it gave you the option to print a blank profile form. We used the blank profile form for new clients, children and existing clients

    45 votes
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  7. 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.

    34 votes
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  8. 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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  9. 146 votes
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  10. 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

    100 votes
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  11. Estimated Tax Information

    Estimated Tax Information is Very Nice to update and refer with clients, but is missing the most important field when it comes to income tax planning, a "Taxable Income" field because how can we tell a client by how much they are into the current marginal tax bracket or how much additional income they can earn at that bracket current tax bracket before going into a higher bracket without knowing where they are in the current bracket!!!! Without this number, we cannot give tax planning advice to our clients. PLEASE ADD THIS FIELD!!!

    7 votes
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  12. Add the ability to add a bulk note to a group of accounts based on the search by model feature

    we manage our model assignments in Redtail, so it would be great to be able to add a bulk note to accounts that are in a model when a position is added, sold or a rebalance is executed at the model level.

    12 votes
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  13. 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.

    142 votes
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  14. add an option for mock training at desktop for downtime learning and trial

    Because this way you do not have to worry about losing or messing up information in your actual Redtail.

    14 votes
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  15. 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.

    70 votes
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  16. Calendar Blocking

    When you go on a conference or vacation. Your event last longer than one day. It would be nice to have a feature when you select all day, to have an end day. It would be the same day's date if it was just for that day, but if you were going to be at this event for a whole week it could block those days off your calendar for you.

    124 votes
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