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.
Michael Ciccone
shared this idea
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.