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Welcome to our official Redtail CRM feedback forum!

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72 results found

  1. Account Feeds, Integrations, & Reporting

    We have 401(k) participant accounts come through our data feed as unlinked because we don't have the contact and SS # in the system. It would be nice to be able to determine which employer plan (company) the participant/account is from (not just which 401k website).

    If not, then the ability to run reports based on Account Feed Details -> Account Title. Many accounts will start with "CB&T TTEE SIMPLE IRA PLUS," so we know it's from American Funds, but there is no easy way to determine which employer plan the account is under.

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  2. Insurance company integration

    The ability to integrate with insurance companies to auto-import dates of expiration, term remaining, face values, cash/surrender value, etc

    1 vote
    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

  3. VONAGE VOIP INTEGRATION REQUEST

    May we request an INTEGRATION with VONAGE VOIP. I am part a group of Several Agencies that subscribe to REDTAIL CRM and VONAGE VOIP services. May you please Explore Integration Options?

    4 votes
    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

  4. ben@rfgweb.com

    Orion Connect and Redtail Data both need to flow to the Orion Planning Application. Right now either one source or the other can create a new plan in Orion Planning, and when it does, either Orion Connect managed accounts won't link to the plan if it is Redtail originated. or if you originate the plan from the Orion Connect feed, the household data OTHER than the primary household member doesn't flow over.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  5. Ramsey Pro Portal Integration for SmartVestor Pros

    I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  6. Ramsey Pro Portal Integration for SmartVestor Pros

    I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  7. Ramsey Pro Portal Integration for SmartVestor Pros

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  8. Ramsey ProPortal Integration for SmartVestor Pros

    I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  9. Primary Financial Rep - from Redtail to AW

    It would be beneficial to be able to automatically designate who the financial representative is on an account when sending to AdviceWorks. For example, I am an assistant, so would not want any contacts under my rep code by accident. When I send clients to AdviceWorks it populates my rep code in for them as default. I would like it to automatically fill in the Financial Professionals Rep code instead of mine so that no errors are made.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  10. Securian Financial - Minnesota Life Insurance Applications

    Please create an integration between Red Tail and Securian Financials' Minnesota Life E-Application iPipeline system so that clients basic information is auto populated. Thank you!

    6 votes
    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

  11. Enhancing Consistent SSO Integration Across Multiple Redtail Databases

    Enhancing Consistent SSO Integration Across Multiple Redtail Databases

    Background:

    CPS Investment Advisors services external Co-advisor firms, culminating in our establishment of a primary home Redtail database along with 24 supplementary Redtail databases. While with Orion we have a single unified database, Redtail specifically suggested the deployment of distinct databases as the only way to partition clients. This ensures each outside co-advisor firm we service only sees their own designated clients. This proposal was grounded in the commitment that navigating between these databases would be fluid by “Switching” into our other Redtail databases in managing all clients that we service across…

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  12. Give us a way to auto paste to spreadsheets

    Maybe link office 365 to redtail or have its own spreadsheet page. Instead of just listing info like writing on a sheet of paper, have it with text boxes that then paste onto a pre-organized spreadsheet that can be saved/linked to onedrive.

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  13. Orion integration - add ability to link to more than one database or choose which database to link to

    Our firm has a parent database and a child database in Orion. We are unable to link our Orion child database to RT because currently it will only allow one database to be linked. In this instance we would want the child database to be linked but not the parent database. Having the ability to pick one over the other is helpful or having the ability to link more than one database would solve our current problem.

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  14. Disable Integrations

    Admins should be able to disable integrations for users. (So users cannot connect random integrations and pull in a bunch of junk info.)

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  15. Holistiplan integration with Redtail

    Integration with Holistiplan would be great for know your client, tax rate information, marginal taxes, income, AGI and more

    18 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  16. Orion Household Linking for Spouses

    Currently, a contact in RedTail links to the Orion household with matching Tax ID. This is great, except when I try to link spouses to the household. Currently, the spouse would have a separate household. This is not practical since most couples want their assets together. Please look into the additional household members Tax ID being picked up for linking households in addition to the main Tax ID - or maybe there is a way to manually select a household to link a contact to.

    10 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  17. LPL uses OnceHub

    LPL uses OnceHub for linked calendar booking. It would be nice to have it integrated to RedTail. OnceHub only has Salesforce and InfusionSoft currently.

    13 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  18. precise

    It would be very helpful if the integration with Precisefp also mapped the Know Your Client fields. This would allow us to send a digital Know Your Client form via Precisefp where the client could update or confirm the information.

    2 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  19. Provide an option to REMOVE THE AUM from dashboard

    I LOVE the AUM on the dashboard. It was great to see it grow over time. However, now I've switched BDs to Commonwealth and no longer have access to Albridge data. My feed will no longer update. For all the reasons it is cool to see your AUM it very much sucks to see a goose egg at every log on. Seriously, this could eventually be a deal breaker for us, Redtail.

    4 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  20. Phone call Relaying/Forwarding integration

    Something I LOVED on a previous CRM was the ability to click the phone number, and it would call your phone, you answered, and it would call that client for you through the phone system (it didn't matter what phone system you used, so individual app integration didn't matter, it just called your phone number to make the call for you). So much easier and faster than dialing the number, and creating a new event/note that I made a call to that person that day. It automatically logged that call and I could add notes.

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