I hope this will be visited again soon as there are comments from 2013... 2016... 2017... 2020... Any export feature for beneficiaries at this point would be great!

I am not sure why this has not already been completed. This is a VERY important piece to speak to the client with at their annual review.

Please add this feature for beneficiary reports; this would be a huge help!

I agree. This would be a great feature: We would like to be able to export our client's beneficiaries into a report to send out clients to verify their beneficiary info is correct. This would need to be on an account level obviously. Please provide a timeframe as to when this will be available. I see some of these comments are from 2017. Thank you

PLEASE!

We would like to be able to export our client's beneficiaries into a report to send out clients to verify their beneficiary info is correct. This would need to be on an account level obviously. Please provide a timeframe as to when this will be available. I see some of these comments are from 2017. Thank you.

Yes a beneficairy section would be nice. We are currently posting the account and benies under the inportant information section which seems to be working also.

PLEASE create the ability to run one report to list all beneficiaries for client's accounts (with option to run a family report from the family page).

For our purposes, we create (by hand at this time) a verification sheet for every client's appointment. This sheet is presented to client before appointment to ensure we have proper and all contact information, ssn, and beneficiaries are where they need to be (In some cases, death/divorce, clients forget or didn't think to update their beneficiaries. This verification process brings it to their attention.

The personal profile report is great for this purpose, but does NOT include beneficiaries for their accounts (although it DOES list their accounts). Hopefully, this is an easy thing to add to that report.

At first I didn't know what you meant, Melody, but I see what you mean now, I think.

You were looking on the contact accounts page with "Show Family Accounts" selected, and ran a beneficiary report on all accounts, but the header on the PDF returns Beneficiary Report for Contact Name.

Redtail should update that to say when "Show Family Accounts" is selected, they would generate the PDF as "Beneficiary Report for the 'John Doe Family' where JDF is whatever you have input for the household family name.

This should also be true for running a Morningstar Snapshot Report. Husband's and wives often like to look at the TOTAL account allocation of ALL of their accounts combined.

Create a Household "Portfolio Beneficiary Report for:"
- currently have to run a separate report for husband and a separate report for the wife. If we click on the "SHOW FAMILY ACCOUNTS" and then click on the "Beneficiary Report" we should be able to run "ONE" report that shows all the accounts for husband and wife (or household account).