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1. Account Risk Tolerance and Time Horizon Fields

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   23 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Michelle commented  ·  Oct 22, 2015  ·  Delete…

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

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   Michelle supported this idea  ·  Oct 22, 2015