Add the ability to add a bulk note to a group of accounts based on the search by model feature
we manage our model assignments in Redtail, so it would be great to be able to add a bulk note to accounts that are in a model when a position is added, sold or a rebalance is executed at the model level.
12
votes
Chris Johnson
shared this idea
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!