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Tia Duraj

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  1. 401k Clients & Prospects

    31 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tia Duraj shared this idea  · 

  2. Accounts Information

    48 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tia Duraj commented  · 

    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.

    Tia Duraj supported this idea  · 

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