Morningstar - Make Reports on Family
It would be helpful to be able to run a Portfolio Snapshot Report for all Family Accounts instead of just for one individual.
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!
Tony Johnson commented
Would like to be able to add Morningstar Reports other than the 3 standard reports that are currently available.
Dylan Simons commented
Generate Xray Reports for the entire household. Currently we can only generate by client.
Many clients want to see their overall allocation from ALL household accts, not just by individual name. This can be presently be done with the Morningstar subscription and is very helpful. Please consider adding this feature.
As of now, it isn't possible to run reports thorough morningstar or riskalyze through redtail for an entire family. Only an individuals accounts can be run. Having the capability to have all of the family's accounts on the same report would be nice.
Currently you can only create a Morningstar Office aggregate report by contact. It would be helpful to be able to create an aggregate by household. For example, if you select show family accounts under the Account Options tab, then you could create an aggregate for all of the accounts listed.
Brian C. Beasley commented
When viewing the family accounts, Riskalyze syncs with the whole family. Morningstar reports should also be at the family level. As it is, we only see accounts for the one contact.