CDeal
My feedback
3 results found
-
1,217 votes
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!
CDeal
supported this idea
·
-
628 votes
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!
CDeal
supported this idea
·
-
359 votes
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!
CDeal
supported this idea
·
An error occurred while saving the comment
This really needs to be more direct - no retriever or ZCO. It's too many steps and confusing. When we were hosted by another provider everything was direct and flowed great back and forth. It was hard to convert backwards. It's hard to believe that more advisors don't want/need the direct connection. This is an important technology update.