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Stephen Crabb

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3 results found

  1. Risk tolerance options in Redtail Tailwag

    153 votes
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    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Stephen Crabb commented  · 

    Agreed. We need to have the ability to customize the Risk Tolerance field for our client's risk categories in BOTH the Know Your Client section & each Account.

    Stephen Crabb supported this idea  · 

  2. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stephen Crabb commented  · 

    Agreed. We need to have the ability to customize the Risk Tolerance field for our client's risk categories in BOTH the Know Your Client section & each Account.

    An error occurred while saving the comment
    Stephen Crabb commented  · 

    Agreed. We need to have the ability to customize the Risk Tolerance field for our client's risk categories in BOTH the Know Your Client section & each Account.

    Stephen Crabb supported this idea  · 

  3. Client Review Report

    83 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Stephen Crabb supported this idea  · 

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