Laserapp - Memberships
all memberships should transfer to laser app, not just children, they could be ex spouse or other family members that are benes. the way it is now i have to input the info in membership with redtail & imput the same in laser app when all person attached to a contact should beable to be picked & added not just children
Anonymous
shared this idea
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Herman J Nainkin
commented
Excuse the typos. Meant to read "no field to record a client or prospects citizenship exists"
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Jeff Akers
commented
Including bank or custodian info.
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jenacris
commented
allow additional data points for integration. For example: Laser App, I have a husband and wife on joint account. We can not select 2 account holders and open Laser App, we have to add each client individually before Laser App can auto populate 1 form. To accomplish 1 joint account, we have to: 1. Open up laser App with Husband, Close it, then open up laser app under Wife, then while in Laser App, import husbands information to the wife's form. A faster method would be to select two names then open laser app.
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Jeff B
commented
Additional regulatory data points:
Is the contact affiliated with or employed by a stock exchange or finra, or Municipal securities dealer?Are you a director or 10% shareholder of a publicly traded company?
if yes company name ______ symbol -
Jeff B
commented
Under the KYC section of Redtail add the additional points of regulatory data necessary to complete brokerage account forms via integration.
Employment Status: Yes, No, Employed, not-employed, retired, etc.
Investment Experience: All Categories, needs number of trades per year and average size
New Categories: Options, Commodities
Change Category: LP to LP and DPP programsCitizenship: US
Integration with Laser App-ability to create fields that match laser app or any other document prep service