We are actually discontinuing our subscription next quarter because of this. The "know your client" is limited and doesnt adhere to all requirements of SEC (limited Liquidity needs, risk tolerance (only 3 options?), not sure why more wouldnt be added.

Agreed, we need to have more drop-down options for Time Horizon, Risk Tolerance, and Objective fields.

Agreed. We need to have the ability to customize the Risk Tolerance field for our client's risk categories as well as Time Horizons- Please!! Thank You!!

I would like to have more preferences to pick from in the drop down features of the Strategic Allocation Model. Such as the Under Time Horizon and Under Risk Tolerance

Agreed. We need to have the ability to customize the Risk Tolerance field for our client's risk categories in BOTH the Know Your Client section & each Account.

Agreed. We need to have the ability to customize the Risk Tolerance field for our client's risk categories in BOTH the Know Your Client section & each Account.

A user should be able to customize all database fields that are structured for drop down lists. These lists should be customization. This is done with "Investment Objective" but no other fields including obvious ones like "Time Horizon" and Risk Tolerance. All firms will have their own drop downs and will not use the default options. This is extremely important for Data Exports.

We require that the following fields be unlocked so we may match our RIA form requirements.
Time Horizon and Risk Tolerance

STRATEGIC ALLOCATION MODEL Edit
Objective Growth & Income
Time Horizon Long Term
Risk Tolerance Moderate

I agree! Should be able to customize the list phrasing to include Tolerances such as: Conservative, Moderately Conservative, Moderate, Moderately Aggressive, Aggressive at the very least.

Many advisors will trade a managed account and rebalance them based on these types of risk tolerances, and compliance looks to these types of risk tolerances to determine which accounts fall under certain % ranges to account value for consideration of trading rules with the BD.

Agree with Cynthia G. Gammill. The example would be under Manage database lists/Contacts, there should be one for Risk Tolerance just as there is one for Objective that gives the user the ability to edit or create custom levels. This should also correspond to the Financials tab and appear when you edit Risk Tolerance.

This is an important factor for investments advisors. Please seriously consider adding Risk Management to the Manage Database Lists.

TOTAL Agreement - Need more options for Risk Tolerance!

I second James. My firm looks at risk profile as 1-5. Moderate, high, low doesn't tell us anything. This section is vital for all investment advisors. If we can't customize it then we're missing a crucial piece of information. Big ups on tailwag, it is light years ahead of redtail; keep it up and you'll get caught up with Wealth Box in no time!

As a CRM for financial advisors it would be extremely prudent to have at least 5 risk tolerance fields at a bare minimum. Three is totally unacceptable and far from following the "know your client" rules.
Conservative
Moderately Conservative
Moderate
Moderately Aggressive
Aggressive

Under Know your client, strategic allocation model there is a risk tolerance area. It would be great if there could be combination options like moderate/high or low/moderate.

IMPORTANT COMPLIANCE ISSUE: We need to be able to customize the Risk Tolerance field just as we can the Investment Objective field to conform to our BD individaul guidelines.

Once done this would be a candicate to export via Laser App also

PLEASE PLEASE Allow users to make the "Risk Tolerance" field customizable just like you do for "Investment Objectives".

This would allow all our users to confirm, change or edit risk tolerances to match the EXACT name of our portfolio models we manage for the client. PLEEEEEASE!!!

We must use these fields for our Broker Dealer. Adding these two additonal options would be wonderful since they do not match most of our cleints in the three options currently available!

Yes, we absolutely wish ourselves to be able to customize these fields so that we can use them to complete paperwork.

This is a great idea. This is another feature in Redtail that we can't use because the list options aren't scalable to our specific business. Currently, we are forced to add 5 extra tag groups to make this work. If we could add the following options to the list it would actually make the feature usable.

Conservative
Moderate Conservative
Moderate
Moderate Growth
Growth