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Risk tolerance options in Redtail Tailwag

Currently there are three risk tolerances in Redtail CRM and we do not have the ability to modify them. Within TFA and our practice we use five. It would be great if you could add low-moderate and moderate-high. What is there now does not accurately reflect our clients needs and does not filter into LasarApp the way it needs to be.

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Diane Pawlak shared this idea  ·   ·  Report…  ·  Admin →
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  • Anonymous commented  ·   ·  Report

    Redtail makes it to time consuming to post ideas, this is critical and should be fixed

  • Gregory Sheets commented  ·   ·  Report

    Agreed. Client "Books and Records" requirements require more detailed options here for our broker dealer. Customization under database lists would be a simple fix for this field...

    - Low,
    - Low Moderate,
    - Moderate,
    - Moderate High,
    - High

    Thank You.

  • Jacqueline Hovsepian commented  ·   ·  Report

    Agreed we need to have more drop-down options for Risk Tolerance, Time Horizon, and Objectives.

  • Anonymous commented  ·   ·  Report

    Same thing needs to be applied to the Time Horizon field, we need to be able to customize it to our firms needs to match out internal forms.

  • Joe commented  ·   ·  Report

    ability to customize risk tolerance categories. only high, medium, low and cannot be changed.

  • Stephen Crabb commented  ·   ·  Report

    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.

  • John Fennig commented  ·   ·  Report

    Currently under Know Your Client>Financials>Strat Allocation>Risk Tolerance, the only choices are High, Medium and Low. Is it possible to add selections: Aggressive, Moderately Aggressive, Moderate, Moderately Conservative, Conservative. This should better align with other advisors risk tolerance questionnaires/models. Which would also be more descriptive for audits or reviews.

  • Tari commented  ·   ·  Report

    They'd like to for us to allow the fields under "Risk Tolerance" to be editable, i.e., Low-Moderate or Moderate-High?

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