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1. Account Risk Tolerance and Time Horizon Fields

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   23 comments  ·  Redtail CRM » Accounts  ·  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!

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   Holly Morse commented  ·  December 18, 2014  ·  Delete…

   Under Know your client, strategic allocation model there is a risk tolerance area. It would be great if there could be combination options like moderate/high or low/moderate.

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   Holly Morse supported this idea  ·  December 18, 2014