Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc
Link up values to run reports of all client accounts.. We have Schwab, fidelity, tdameritrade, now just add a few of the big FIA Insurance companies
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!
-
Elizabeth Cacaj
commented
For fixed and VA's it would be beneficial to link to the custodian, however, the ability to add the account and the value manually would be a great feature in the meantime. Currently, the account value does not total into the Portfolio Balance. We have a lot of client's that strictly have Fixed/VA Business only, but their Portfolio Balance shows as $0. From an overview of our book of business, these clients do not show as "priority".
-
Laura Null
commented
This would be so very helpful.
-
charles
commented
This would be excellent. Wonder what prevents this from happening..