Redtail CRM
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62 results found
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Additional/ Customizable Fields in the KYC Financials Tab
We want to see more Tabs under the Financials. Secondary Objective, Additional Experience boxes for other types of investments, Special Expenses and Special Expenses Time Frame just to name a few of what we need. Please allow customizable fields in KYC/ Financials or a whole new Suitability section in KYC.
17 votes -
Portfolio Balance = Total Family/Household balance
I think it would be extremely beneficial to have a setting that we could be able to see the HOUSEHOLD total balance on the top right where it shows "Portfolio Balance" instead of just that client. Also, it would be nice when creating an activity and trying to link an account to have all of the household accounts show up instead of just the accounts of that specific client.
13 votes -
Client Review Dates
Have "next review" be the actual date we schedule with the client for his or her next review -
Have a "next review due" for when they should be due for their next review
Have a "last review" field as well
Have these right where the "next review" currently is so if a client calls in we can quickly retrieve this information. Currently, when we create an activity for his or her review we have to locate that activity (especially if it's planned well in advance)
Then we can easily export and see who is due for a review31 votes -
Know Your Client Options
There are a few categories under Know Your Client. It would be nice if we could add or remove different categories customizing them to our own business. This way we could better keep track of information for our clients. Ex. having a section for beneficiaries and another section for alternative addresses or trusted contacts or having a section for special notes.
27 votes -
Add a date field under Financials in the Strategic Allocation Model section
Having a date field in this section would be great. Understanding risk tolerance needs to be updated every three years, this would be an excellent option to add so we can track when the risk tolerance paperwork will expire.
12 votes -
In the Know Your Client, Under Written Agreements, can a tab be added for IAC?
In the Know Your Client, Under Written Agreements, can a tab be added for IAC? (Investment Advisory Contract)
4 votes -
Financials' Section - Customizable Labels
Make the Labels in the Financial Section Customizable for whatever type of financials are important you. For example, we wouldn't put a specific Strategic Allocation Model into a clients profile because they might have several different accounts with different models. We personally would like to use those fields to show a clients Income Sources and amounts. Those labels should work like UDF's where you can put in whatever types of Financials your group is tracking.
17 votes -
written agreement area be editable
Make the written agreements area editable, so that additional agreements/announcements can be added with dates (Trusted Contacts, Form CRS, etc). Sort of a one place to look that compliance requirements are met.
13 votes -
Link Banking information to more than one contact
Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.
7 votes -
CRS
Thank you for adding the Forms CRS fields, however, the location of the fields isn't placed logically in the profile. We wanted to request that you change the location to the Written Agreements Review under Know Your Client.
Creating a task to remember to enter this data is an added step that we are hoping can be shortcut.23 votes -
Multiple Entries for Form CRS for documentation
Allow having multiple entries as a form crs needs to be sent multiple times, not just 1 time.
15 votes -
Create Ability to Customize ID Types in Indentifications
It would be beneficial to our firm if we had the ability to create and customize the various ID types found in a client profile by going to Know Your Client>>Misc.>>Identification. Some of our clients have ID's that do not fit the default options provided. The ability to create our own options would make our information more accurate and clean.
18 votes -
risk tolerance
In the section to list what risk tolerance a client has it only shows three options. It would be nice if we could customize the list to match what our tolerance shows for our business. If there is a way to add this section to the update list section so that we can add in our own options it would really help with how we use this function.
19 votes -
Written Agreements Review Addtions
I want to add more customization allowing me add additional forms to that section. My firm needs an OFAC, NAF, and CRS form and I would like to be able to have those dates on my CRM.
23 votes -
Add Latest CRS Delivery to the Know Your Client Tab
Please add an input field for Latest CRS Delivery date to the Know Your Client Tab, along with the Latest ADV Delivery and Latest Privacy Policy Delivery date inputs.
78 votes -
Bulk update Know Your Client fields
I would like to be able bulk update the Know Your Client Fields. For example, every firm has to send out an ADV Offer Update and Privacy Policy Annually. These notices/offers go out on the same date every year all at once. We need to be able to then bulk update the date fields in Know Your Client for these as opposed to a one-by-one update which takes an extraordinary amount of time. Thanks.
13 votes -
Client Goals
Add section in client header to list top 3 client goals. Ie, retirement, college funding, etc.
16 votesRedtail’s Product Owner has read the 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!
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Bulk Data Uploads/Updates
Is it possible to add a feature to the Admins for bulk uploads? We are going through a massive overhaul of all our contacts in Redtail requiring many updates to our contacts such as; status, category, key words, referral source etc . We have been exporting from Redtail and submitting tickets to have this data uploaded into our CRM. Can this be a feature added to Admins going forward?
21 votesRedtail’s Product Owner has read the 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!
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tax bracket
The CFP Board and many states require Financial planners to collect Net worth, tax bracket and income for all clients before advising them. When I am audited by the state, I am required to provide them with a list of all my clients and these items. Redtail has the Estimated tax bracket field, but it doesn't allow us to run a report on this field. It would be helpful to be able to pull this info since its easy to remember to put in there. Right now I have to add a UDF and reinput all the info in the…
15 votesRedtail’s Product Owner has read the 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!
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"Estimated Tax Information" customization
We would like to be able to customize the "Estimated Tax Information" box in Redtail on a contact record. We would like to add a line for things like "Ordinary Income" and "Taxable Income" and take out "Estimated Taxes." This way we can run more robust reports on tax information.
18 votesRedtail’s Product Owner has read the 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!
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