Strategic allocation model investment experience years should be ranges to choose from
You should be able to pick ranges, 0-5 years, 6-10 years, and 11+ years. With having to input a specific number that means every year you have to go back in and add a year to all of those numbers for each client.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!