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Automation Trigger Event: Client Age

This would allow us to trigger Workflows or Notifications when clients achieve a specific ages: 18, 21, 59.5, 60, 62, 65, 67, 70, 72, etc.

Some use case examples:
1. UTMA registration needs to be changed
2. Minimum social security claiming age achieved
3. Remind client to sign up for Medicare
4. RMD age reached

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Scott Crane shared this idea  ·   ·  Report…  ·  Admin →
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  • Carolyn commented  ·   ·  Report

    Please consider - this idea is referenced in a number of requests.

  • Sandra commented  ·   ·  Report

    This would be great and reduce the chances of missing something and being more timely on certain life changing events such as UTMA registrations. Pulling a report for these types of things are as useful.

  • Jacob Williams commented  ·   ·  Report

    Please! This would allow many more automations to increase productivity and effective client communication!

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