David Drummond
My feedback
2 results found
-
2 votes
An error occurred while saving the comment An error occurred while saving the comment David Drummond
commented
I agree with this, but I would suggest "Growth and Income" instead of "Moderate". They are sort of interchangeable but "Moderate" is already available as an option under the Risk Tolerance category which is in the same section of Strategic Allocation Model. I think "Growth and Income" truly classifies as an objective, whereas Moderate truly classifies as a risk tolerance level.
David Drummond
supported this idea
·
-
38 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
David Drummond
supported this idea
·
Actually, I need to correct my last comment. After reading some other comments in other suggestions, I realized that you actually can customize this option. Just hover over your name in the upper right corner, then select Manage Your Account. Under Admins Only, click on Manage Database Lists. Under Contacts click on Investment Objectives. Click on Add and type in whatever you want. It seems like this option should be under "Accounts" instead of "Contacts", but the Strategic Allocation Model is available in both areas in Redtail. When you are just looking at a contact, if you scroll down to where you have the options of "Keywords and Tags...UDFs...Financials...Important Information...Misc Client Info," select Financials and the Strategic Allocation Model shows up. And then it also appears when you are actually in Accounts.