UPDATE STRATEGIC ALLOCATION MODEL
Please allow customization here. Please add the ability for us to change the fields or add a field. Specifically Objective to "Portfolio Model".
Joseph Caputo
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!
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Phillip Cingolani
commented
Not sure if I'm requesting the same thing here, but I'll add it as a comment:
Once at a contact's accounts page, and the model/strategy that can be filled in under "Edit Account," have that as a heading/field that always shows on the main accounts page. Either that, or offer a variable field that users can put any info they wish in and it will show up as a column heading on the contact accounts page. THANKS!!
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Rocky Howe
commented
Agree with Chelsea! The options don't line up exactly with our firm's descriptions, so we ended up using UDF's to house this info. If we could customize, then we'd eliminate UDFs and make life easier for all.
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Chelsea Heintschel
commented
Agree! We would like the ability to adjust the choices for time horizon and risk tolerance - they are too limited right now. It would also be helpful if we could add additional sections, as this could be a place where suitability information is held.
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Anonymous
commented
I would love to input the models we use in our branch! I would then like to be able to run reports on our models