I see several questions about switching CRMs over the last year. I am the decision maker trying to decide if make the investment in switching. These are my lingering questions: Has anyone completed a transition from Redtail to Wealthbox? What were your biggest challenges? What do you wish you would have known before making the decision to switch? Do you agree that your decision to switch was a good one? Is the switch just a matter of UI preferences or are there material differences that make the change worth it? Does Wealthbox do a better, same or worse job at managing client review dates/meeting reminders? Have the automations improved or are they still managed through an integration like Zapier? Does anyone use Wealthbox and SEI as your Custodian? Are there integrations between the CRM and Custodian that work well?

Hey Everyone! My firm is looking for an accurate report of retention based on our client data in Redtail. Does anyone know of either a good way to calculate this out, or a good integration solution? We have been calculating it out based on contact status of active vs inactive, but there is a huge probability of human error, given that not everyone remembers to mark a client as inactive. Additionally, sometimes clients transfer out and we don't realize it, so then don't know to mark the client as inactive. Hopefully that makes sense.. But the point is, we don't have a lot of confidence in that method of reporting. Any tips or suggestions are appreciated! Thank you so much!

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!