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1. Risk tolerance options in Redtail Tailwag

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   8 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   John Fennig supported this idea  ·  November 17, 2016
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   John Fennig commented  ·  November 17, 2016  ·  Delete…

   Currently under Know Your Client>Financials>Strat Allocation>Risk Tolerance, the only choices are High, Medium and Low. Is it possible to add selections: Aggressive, Moderately Aggressive, Moderate, Moderately Conservative, Conservative. This should better align with other advisors risk tolerance questionnaires/models. Which would also be more descriptive for audits or reviews.

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