eMoney Observations and Next Steps in Redtail
It would be great to be able to see the Observations and Next Steps section for the eMoney software in our redtail platform. We use the Observations section for our high-level finanacial planning recommendations. Further, we use the Next Steps to list action items for both the client and advisor to complete. It would be great to see these two sections on the client card, especially right before our advisors make a call to the client in order to be abreast of their planning status.
15
votes
Montgomery Gossen
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!