Client Review Report
A report including the following information, which is critical for a client review would be GREAT!! A custom export doesn't work for this type of information. Thanks!
-Name, phone, email address, DOB, category (select/elite, etc)
-Accounts & Balances
-Opportunities
-Client Review items (1st review, Review, Next Review Date)
-Written agreements review
-Strategic Allocation Model ( Objective, time horizon, risk tolerance)
-Estimated Tax Info(AGI, estimated taxes, tax year, estimated tax bracket)
-Estimated Net Worth (total Assets, Total liabilities)
Important Info:
-Personal Interests
-Employments (Occupation, gross annual income, retire date)
-Professional Contacts (CPA, attorney, etc.)
ALexandra Stickelman
shared this idea
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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Anonymous
commented
this would ba a significant time saver and stress reliever.
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Summer
commented
It would be helpful if we had the ability to select a client and print everything pertaining to that client. Before upgrading to Tailwag we had that ability and this setup does not allow that without running several separate reports.
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Carolyn Weeks
commented
A client Review report noting the contact details, contact dashboard info, account list and the last 30 days of notes for an individual client. Or allow the creation of reports but selecting client criteria