customize financial information
Ability to customize Financial Information section under Know Your Client. Each office / broker dealer has its own requirements for disclosing holdings. For Example:
Real Estate vs Securities
DPP vs Non-DPP
Liquid vs Illiquid
We should be able to customize the verbiage so we can use the information for filling forms, compliance or marketing.
Jaclyn Wong
shared this idea
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!
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Osvaldo Cisneros commented
I think being able to customize financial information fields will be greatly beneficial. As mentioned, different broker-dealers have different verbiage, so being able to customize that to help with order processing would be appreciated