Allow customization of "Servicing Advisor" and "Writing Advisor" terms
We are a wealth management firm that is not an RIA. We do not have sub-advisors, nor do we use the terminology "writing advisor" (this confuses everyone).
It would be great to customize how we refer to the team members who are bringing in business and managing each client relationship. We might decide to call them "Relationship Manager" and "Sales Manager" for example.
Noelle Trudeau commented
I completely agree! I was just searching for what "Writing Advisor" actually means, so that I can use the term correctly - is it the advisor who /originally/ brought a client in, or the advisor under whose Rep ID the client exists currently as one of the representatives who has to /sign off on/ anything account related, etc. The ability to customize these labels to suit our language and purpose would be wonderful!
Yes! Although we are new to Redtail, this is extremely important to us. Our terminology is different and we would like to see it consistent throughout the application.
I agree. We would like to change it to Tax Preparer and Financial Advisor...
I love this idea. For example we'd like to call these fields: Lead Advisor and Supporting Advisor.