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
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!
Herman J Nainkin commented
Excuse the typos. Meant to read "no field to record a client or prospects citizenship exists"
Jeff Akers commented
Including bank or custodian info.
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.
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 programs
Integration with Laser App-ability to create fields that match laser app or any other document prep service