Triggers for Account Values
Could it be possible to set up a trigger that automatically notifies someone to email a client representative when their portfolio reaches a certain percentage of cash value. In other words make it capable of recognizing which of the linked account are money markets/cash and add them together and divide by the portfolios total value and if that number is above a certain percentage notifying an Administrator to have the rep email the client.
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!