Account Risk Tolerance and Time Horizon Fields
It would be nice if the fields under an Account for Investment Objective, Time Horizon, and Risk Tolerance could match up with those of my BD new account forms. Currently only the Investment Objective list can be modified in RT. Could you make it so we could modify the lists for Risk Tolerance and Time Horizon as well thus creating a list of choices that match up with those of our respective BDs?
Thanks.
James L. Losey Jr.
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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EM
commented
Thanks and yes I understand that i can go into each account and put in the Risk Tolerance. However If a client calls I want to see it in 1 specific area rather than going in and out of each account to view it. Or better yet if I placed the Risk Tolerance in each account then its viewable on The clients "accounts" overview attached with the renewal date.
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Anonymous
commented
There is a "Model/Strategy" field in the accounts screen. That way you can have a different strategy (risk tolerance) for each account. My problem with redtail is that we have this information in Orion already, but they don't pull it into redtail for us
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Libby Floyd Davis
commented
Additional Choices could be helpful