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Redtail CRM

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24 results found

  1. Add an Estate Planning Tab

    Add an Estate planning section under KNOW YOUR CLIENT with the following sub sections
    1. Health Care directives - yes or no
    2. A durable power of attorney - yes or no
    3. A Will - name of will
    4. A living Trust - Name of trust and date of trust

    103 votes
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    2 comments  ·  Know Your Client  ·  Admin →
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  2. Estimated Tax Information

    Estimated Tax Information is Very Nice to update and refer with clients, but is missing the most important field when it comes to income tax planning, a "Taxable Income" field because how can we tell a client by how much they are into the current marginal tax bracket or how much additional income they can earn at that bracket current tax bracket before going into a higher bracket without knowing where they are in the current bracket!!!! Without this number, we cannot give tax planning advice to our clients. PLEASE ADD THIS FIELD!!!

    7 votes
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    0 comments  ·  Know Your Client  ·  Admin →
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  3. Add fields to comply with the "know your client" FINRA requirements

    Right now about 1/3 of the necessary fields are there and if we could get them all there, easier to document for our records and can be used by virtual assistants.

    145 votes
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    10 comments  ·  Know Your Client  ·  Admin →
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  4. Add columns to the Accounts Overview page

    It would be very helpful to have along with: Number, Company, Product.... to also have "Beneficiary" and "Insured." If these were available we could review over the phone at a glance and see which policies or accounts need updating. There is a big push for accountability for advisors to be sure the beneficiary designations are correct. This would also help identify insurance policies on children which are owned by their parents.

    70 votes
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    4 comments  ·  Know Your Client  ·  Admin →
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