Redtail Heros!
June 21, 2017
Redtail Heros!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Redtail CRM
We primarily use Redtail to help our customers with their client services and compliance. Alongside Redtail we've been able to easily document all client interactions and information in one place for advisors and the information is in one place for advisors.
Redtail helps our clients keep track of the information that they obtain from the tools and services that we provide. The integration capabilities that Redtail offers are amazing!
Redtail helps our clients keep track of the information that they obtain from the tools and services that we provide. The integration capabilities that Redtail offers are amazing!
- Redtail integrates with other vendors. This is game changing for many users and super helpful for hosting information in one single location. Redtail is the hub for all information about your clients and potential business!
- Redtail has the ability to have custodians feed over client positions. This is cool, but even cooler that Redtail can feed over to other programs to analyze the investments (riskalyze).
- Redtail has a stellar support team that responds in a timely manner. The team at Redtail is top notch and I'm excited to see where they go from here!
- Redtail and LPL's client works don't have the ability to pull over the individual holdings. This is a bummer, as Branch Net does. Only thing is that Branch Net won't be around for much longer. At least that's what I hear...
- It's probably my fault, but I seem to create a lot of duplicates in the product. It would be awesome if there was some automated way for Redtail to notice when I've started to create duplicate client profiles.
- Redtail makes it easy to log customer interactions for compliance related fields.
- With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry.
- The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing!
Redtail is intuitive! I love how Redtail tends to be geared specifically towards financial advisors. There are some great CRMs out there, but nothing that takes care of a niche group like Redtail does. Redtail is built to make advisors successful and comply with FINRA. If you haven't considered Redtail yet, you might find that you're missing out on a simple and clean way to manage your client relationships!