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1. Risk tolerance options in Redtail Tailwag

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   9 comments  ·  Redtail CRM » Know Your Client  ·  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!

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   Gregory Sheets commented  ·  Apr 11, 2022  ·  Delete…

   Agreed. Client "Books and Records" requirements require more detailed options here for our broker dealer. Customization under database lists would be a simple fix for this field...

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   Gregory Sheets supported this idea  ·  Apr 11, 2022