add a household portfolio balance option
When a client is married you should have the option to see the household portfolio balance not just the individual portfolio balance on the main screen.
20
votes
Anonymous
shared this idea
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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Anonymous
commented
Our firm would also like to see the complete balance on the main page. It is pretty "clicky" if you need to get that information quickly.