Client Review Revamp!!
Since this supposedly a CRM built for the financial advisor and pretty much all financial advisors have some sort of client review obligation.. I highly advise you actually TALK TO A FINANCIAL ADVISOR to inquire how this feature could be enhanced. This would be a more efficient strategy then just implementing what you assume would be helpful and what is the easist feature to develop.
63
votes
Traci
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!