Add As Of Date to Portfolio Summary and Portfolio Detail Reports
give us the ability to view date of value and amount on the portfolio summary or portfolio detail report.
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!
Having the ability to view issue date and date of value is critical when you sell annuities and life insurance. Otherwise, there are too many steps you have to do to get to the issue date and the date of value is nonexistent.