Jean Hashagen
My feedback
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166 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!
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545 votes
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!
Jean Hashagen
supported this idea
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I tried to run a report last week for clients who hold American Funds and whose family portfolio is greater than $100,000 to invite to an event. If a spouse holds the funds, not the family head, they didn't get on the list and weren't invited. Family portfolio value should appear on all family members! Also, when sending info to LaserApp shared addresses, phone numbers, e-mail addresses don't populate for the spouse, and that's ridiculous!