Age Based Triggers
I would really love to see the option for triggers based on age/birthdates. As advisors, many important financial events have age based triggers: RMDs, full retirement age, age 59 1/2, etc. To have a workflow or checklist automatically assigned when a client reaches specific milestones would be hugely helpful.
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The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
I would love to be able to automate a workflow by using a client's date of birth. For example, I would like to set up a workflow for RMD's, however these are only required if a client is 701/2, so I would need the automation to by by the client's birthday or age.
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Anonymous commented
It would be nice if we could use automation to trigger event be a specific date. For instance, I have to do a review with a certain class of clients each calendar year. If I could automate a work flow to trigger for these clients on January 1, that would be handy.
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Ken commented
YES! Age as a trigger would be great for RMD purposes.
Other ages:
It would also be very helpful to have a Trigger that is those ages when custodial accounts reach the age of attainment; it varies by state but shouldn't be too long of a list, all are around the same range. A six month window (before that age) would be a decent window, to get paperwork/let them consider their options. -
Matt McCoy commented
It would be very helpful to have a trigger added to automations so that when clients attain a certain age, a process, activity, workflow, etc. could be automatically generated. The most immediate example that comes to mind is being able to set a trigger for when clients turn, say, 69, you have an activity generated so that you can begin planning for required minimum distributions from retirement accounts.
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Adam Lillich commented
Our advisors are also requesting this feature.
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Allison commented
including UTMA/UGMA as part of the age base trigger would be wonderful as well.