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1. Accounts Information

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   2 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!

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   Tia Duraj commented  ·  May 2, 2017  ·  Delete…

   Along these lines, for corporate clients where we only service their 401(k). The ability to record the assets of the plan as a whole and not try to fit the information into an individual wealth client format.

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   Tia Duraj supported this idea  ·  May 2, 2017