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1. Add more fields under beneficiaries

   503 votes

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

   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!

   Joanne Milasus supported this idea  ·  Nov 15, 2016

2. Account Risk Tolerance and Time Horizon Fields

   292 votes

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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!

   Joanne Milasus supported this idea  ·  Jan 8, 2013
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   Joanne Milasus commented  ·  Jan 8, 2013  ·  Delete…

   We must use these fields for our Broker Dealer. Adding these two additonal options would be wonderful since they do not match most of our cleints in the three options currently available!

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