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Heather Rutsch

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  1. 31 votes
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    Heather Rutsch supported this idea  · 
  2. 22 votes
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  3. 117 votes
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  4. 22 votes
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    Heather Rutsch supported this idea  · 
  5. 130 votes
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  6. 256 votes
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    Heather Rutsch commented  · 

    Please reconsider bumping this suggestion WAAAAAY up the priority list, it is important on many levels for accurate AUM reporting and for client/relationship purposes!!! Thanks!

    Heather Rutsch supported this idea  · 
  7. 1,255 votes
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    Heather Rutsch supported this idea  · 
  8. 19 votes
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    Heather Rutsch commented  · 

    Similarly, adding the clients name (or even just their last name) to the email subject line would be EXTREMELY helpful when trying to sort/prioritize multiple notifications. Thanks!

    Heather Rutsch supported this idea  · 
  9. 91 votes
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    Heather Rutsch supported this idea  · 
  10. 19 votes
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  11. 30 votes
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