Allow Customization of the Know Your Client Tab
All advisor offices do client reviews a little differently. Many use the information on the Know Your Client tab during the review. However, the fields on the KYC tab are limited and static. If an advisor wants to add information about their long-term care or disability policy, or other options discussed, that field is not on the tab, nor can you run reports for it. If an advisor wants to discuss position concentrations, and possible trading options, that field is not on this tab. It would be great if you built in the flexibility for each advisor to customize this tab and add and subtract fields as needed. Another great option would be the ability to print the entire Know Your Client Tab in one concise report instead of having to print a couple dozen reports.
Anonymous
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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Karen Jackson
commented
Are there any updates to this?
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Eric Wenzel
commented
Has there been any conclusion to this subject
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JP
commented
We would also like the ability to print the Know Your Client section in 1 concise report.
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Anonymous
commented
Agreed - the entire "know your client" section should be able to be customized. Each advisory firm tracks different information, in different ways.
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Anonymous
commented
It would also be nice to have a "Last Review Date" field that is updated automatically when a review meeting has been held.
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Mark
commented
We would like to have a page that shows a holistic picture of the client. Not just investments, but lists all of their insurance policies and face amounts, annual contribution to their 401k and match details, etc. The info wanted would be different for each firm so it would be great if we could edit the drop-downs for that page (firm wide). Then we can quickly access almost all of the info about the client in one place.