Add more FEE input functionality.
There are several suggestions already posted for better functionality regarding input of fees. Here's an attempt to wrap them all into one that maybe could get some traction with Redtail. We all may have different methods of charging clients but there should be a way to have our fee schedules linked at the account level. At a minimum, having a section within each client account to simply input this information should be available. At best, we would be able to add specific tiered fee schedules on a "per account" basis. A spot for financial planning fees whether hourly, retainer, or initial fee for the client's plan would be a welcomed addition as well. HELP!
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!
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Jeanette Blood commented
We here at Weinberg Financial Group Would LOVE this feature PER ACCOUNT we would like to have an Advisors Fee and a Custodial Fee section under the account NOT in The UDF field. Thank you :)