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Hi All, I was wondering if you have any best practice ideas around a challenge we face. Our advisors typically generate a list of tasks after meetings which will then be sent via email to our Client Support Team to start the workflows in WealthBox. Our challenge is that sometimes tasks are generated from email conversations and the handover between the adviser and the client support person is not always clear, resulting in workflows not getting started. Any ideas how to handle this better? Would it be better for the advisors to start the workflows and then have the first step assigned to client support or rather a template note in WealthBox with the client notes? Is there a way to close the loop to make sure that advisers can confirm everything has been done or is this where WealthBox Reports work best? Looking for some ideas to tackle this challenge. Thank you in advance

Question: Issues with Redtail Duplicate Report and Data Migration from Wealthbox Hi everyone, Has anyone experienced issues with the duplicate report in Redtail not being accurate? I’m pulling a report that shows around 1,600 duplicate contacts, but after reviewing individual entries, many of them don’t seem to be actual duplicates. Additionally, we recently transferred our data from Wealthbox to Redtail, and we’ve encountered several issues: • A significant amount of data, including notes, did not transfer over. • Multiple duplicate contacts were created during the migration that shouldn’t have been. Does anyone know how to resolve these issues, or do you have a contact at Redtail who can help us fix this? Thanks in advance for your help!

Looking for a CRM Data Audit Specialist Our firm recently moved from Wealthbox to Redtail based on a recommendation from a third-party consultant. The reason for the switch was that we were advised Wealthbox would not be able to handle the thousands of leads we bring into our database each month. However, during and after the transition, we have encountered significant issues: • Duplicate contacts: Redtail created a large number of duplicate records. • Missing notes: Key client notes from Wealthbox, some spanning 10 years, didn’t transfer and are missing from Redtail. • Tagging errors: Marketing campaigns are disrupted due to incorrect or missing tags on contact records. • High CRM Costs: We are currently maintaining both Wealthbox and Redtail because we don’t trust that Redtail has all of our data. We continue to find more duplicates, missing data, and missing tags daily. This is costing us over $24,000 a year to maintain both databases. Does anyone know of a specialist who can audit our data, ensure everything matches between systems, and fix these issues? Any contacts or recommendations would be greatly appreciated!

Anyone recommend tax planning software for financial advisors