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Jacqueline Hovsepian

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  1. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jacqueline Hovsepian commented  · 

    Agreed, we need to have more drop-down options for Time Horizon, Risk Tolerance, and Objective fields.

    Jacqueline Hovsepian supported this idea  · 

  2. Risk tolerance options in Redtail Tailwag

    153 votes
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    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Jacqueline Hovsepian supported this idea  · 
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    Jacqueline Hovsepian commented  · 

    Agreed we need to have more drop-down options for Risk Tolerance, Time Horizon, and Objectives.

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