Financial Planning Tab in Clients
I would love to see the addition of a Financial Planning tab under the contact record. It would be a summary page of where a client is. It may have things like whether they have a will or not, when that will was done, when we last asked about the will to make sure it is reflects current wishes. It would have places for outside accounts or insurance policies (for a placeholder for accounts we don't have downloading in and won't mess up our AUM numbers). It can be any current contributions strategy or withdrawal strategy or have places to put various income amounts from different sources so we recall if they are eligible for Roth IRA contributions or not. It may have future actions for us (when they retire, wherever that is, do Roth conversions before RMDs kick in). It may have fields to let us explain investment strategy or a place to put the client's risk tolerance scores. I would make this tab customizable where we can drag and drop custom UDF like fields around the page so we can organize it in ways that make sense to us or allow us different views for outside accounts (how many columns and which ones we want to see). When this type of thing is in notes they get buried and not referred to.
Leo O'Connor Jr
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!