Short answer
Moving from Redtail to Salesforce Financial Services Cloud (FSC) means mapping Redtail contacts, families and accounts into FSC person accounts, households and financial accounts, carrying over notes and activity history, and rebuilding Redtail workflows as cases, action plans or flows. Most firms move to gain automation, reporting and integrations Redtail cannot provide.
Why firms make this move
Redtail is a solid advisor CRM, but growing RIAs and broker-dealer teams often outgrow it: they need custodian and portfolio data on the client record, compliance-ready workflows, service tracking against SLAs, and reporting leadership can trust. Financial Services Cloud provides the household data model, action plans and integration options to do that.
The move is as much a design exercise as a data load. Deciding how families map to households, how workflows become cases or action plans, and which years of notes come across shapes the whole project.
What moves
- Contacts and families as person accounts and households
- Account and policy data as financial accounts (or from the custodian feed instead)
- Notes and activities with original dates and authors
- Workflows and their history as cases, action plans or flows
- Tags, categories and custom fields as picklists or fields
- Documents and attachments where licensing and storage allow
How the data maps
| From | To |
|---|---|
| Contact | Person account |
| Family / household | Household (account) with member relationships |
| Account | Financial account and financial account roles |
| Note | Note or task with original date |
| Activity | Task or event |
| Workflow | Case, action plan or flow |
| Tags | Picklist or multi-select field |
See the field-by-field map ↓ · Migration architecture ↓
What to watch out for
- Duplicate contacts and families built up over years
- Notes that contain sensitive data needing restricted access
- Workflow history that does not map one-to-one to cases
- Custodian data that should come from a feed rather than the Redtail export
- Users relying on Redtail-specific shortcuts during cutover
How Vantage Point runs the migration
- Discovery and data inventory: what exists, what is clean, what is worth moving
- Target design: objects, record types, households or companies, ownership and security
- Field-by-field data mapping document, signed off by business owners
- Cleanup and deduplication before the move, not after
- Test loads into a sandbox with reconciliation reports
- User acceptance testing with real scenarios
- Cutover: final delta load, integrations switched, old system set to read-only
- Hypercare and adoption support
Typical timeline
Typically 6 to 12 weeks, depending on data volume, years of history and the number of workflows.
Frequently asked questions
Can Redtail workflows move to Salesforce?
Yes. Active workflows are rebuilt as cases, action plans or flows, and historical workflow records can be migrated for reference.
Do we lose our notes history?
No. Notes and activities can be migrated with their original dates and authors, so advisors keep the full client history.