Anonymous

My feedback

1 result found

  1. 463 votes
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    When you have clients that have adult children who also have accounts with you, you are not able to use lazer app to populate the beneficiary section. For example: Mom has an IRA and wants her adult children to be contingent beneficiaries. you have to type all of their information in, because redtail has no way of connecting them to the mother so Lazer App can see them. totally bogus Smartoffice has them beat by a mile in this department!

    Anonymous supported this idea  · 

Feedback and Knowledge Base