Redtail

Redtail is where an advisory practice keeps its record of every client relationship, but a record is only as good as what makes it into the file. Quin connects directly to Redtail and writes the details from every client conversation, video call, phone call, or in-person meeting, into the right client's record the moment it ends. Nothing waits for a quiet afternoon that packed calendars rarely have.

Dan Westfall, a solo advisor at Client Focused Financial, put it this way:

"They talked about what was in their portfolio, the allocation breakdown, even some specific funds. After the meeting, I look in Redtail and it has the breakdown, the allocation they had, the funds spelled out. What a great little tool this is."

What you can do with Redtail and Quin

• Get a Redtail update logged the moment a call ends.
  Meeting notes, account specifics, and next steps land in the client's record without you opening the app to do it yourself.
• Get tasks and activities drafted from the conversation itself.
  What shows up reflects what was actually said on the call, not a generic template stretched to fit.
• Search Redtail and your full conversation history at once.
  A detail that never made it into a note field word for word is still something you can ask about and find.
• Pull up a client's background and last conversation before a meeting starts.
  The context is ready without opening Redtail first to piece it together yourself.
• Get a follow-up email drafted from the same conversation that updates Redtail.
  The client-facing message and the internal record are never out of sync with each other.
• Keep note formats consistent across a shared book of business.
  Any advisor covering for a colleague can pick up a client relationship from the file alone.

Who this helps most

• Solo advisors and small practices without administrative support, where logging every call by hand competes directly with time in front of clients.
• Teams sharing a book of business across multiple advisors, so a client's file reads the same whether the usual advisor or someone covering for them makes the update.
• Anyone managing portfolios or plans where the details matter, since specific figures and life events get captured instead of a vague summary.

How this shows up day to day

• A detail from three calls ago turns out to matter again.
  Instead of digging through old notes, asking Quin directly pulls up what was actually said, even if it never made it into a note field.
• A packed day of back-to-back client meetings wraps up.
  Every single one gets the same update logged the moment it ends, not just the ones with room to breathe afterward.
• A colleague covers a client relationship for a week.
  Consistent note formatting means they can read the file and pick up right where things left off.

Frequently asked questions

What does Quin update in Redtail?
Meeting notes, account specifics discussed on a call, tasks and activities, and context that carries forward to the next conversation. Updates land as soon as a meeting ends.

Can I control what Quin writes into Redtail?
Yes. The Notetaker has its own guidelines field, separate from your global settings, where you can specify the level of detail or format you want for Redtail notes, whether that's including dollar figures, fund names, or a particular note structure.

Does Quin capture phone calls and in-person meetings, or just video calls?
All three. The Notetaker works whether a meeting happens over video, over the phone, or in person.

Is my data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Redtail.

Does Quin replace Redtail?
No. Redtail stays the system of record for the practice. Quin keeps it current and searchable, but Redtail remains the source of truth.