Account Value Automations
It would be very helpful to receive notification when a client's account goes below a certain value or to $0. Often times clients may transfer out and we may not know about it. This feature would not only help us to reach out to these clients but also keep our database clean by maintaining these $0 accounts (which negatively affect our AUM / Ave Portfolio values).
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Rachella Davis commented
We are looking for classify our clients in redtail based on their Account Balance. It would be an amazing feature if the Category would automatically change/edit once the balance goes up or down. For example, we could set a certain dollar figure range for a certain class and once a client’s account goes over or under that certain dollar range, it would automatically change the category to the appropriate Category/Client Class that we have set for that dollar amount?
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Anonymous commented
For example, if client categories A, B, and C are based on AUM for that person, then the category value should automatically change as the AUM changes.
There are a lot more possibilities beyond that too