Accounts Information
Is there a reason the entire accounts page reads like an insurance/annuity page? Investment accounts (brokerage, mutual funds, etc) don't have delivery dates, issue dates, premiums, surrender values, etc. This information is important for insurance contracts but not useful for investment accounts. Perhaps a box that just pertains the investment information needs to be added and combine the current boxes into one titled insurance contracts.
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!
-
Leo O'Connor Jr commented
Let us be able to minimize certain boxes by default so the insurance ones can always be minimized until they become relevant.
-
Tia Duraj commented
Along these lines, for corporate clients where we only service their 401(k). The ability to record the assets of the plan as a whole and not try to fit the information into an individual wealth client format.