Donna Emr
My feedback
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193 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!
An error occurred while saving the comment Donna Emr
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1,271 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!
An error occurred while saving the comment Donna Emr
commented
Hi Tara - I noticed that in the Project Tailwag demo site, the last meeting date is still shown as the First Meeting Date. Is this going to be changed? It really doesn't make sense for it to be labeled 'First Meeting Date'. It actually is the 'Last Meeting Date'.
Please advise. Thanks.
An error occurred while saving the comment Donna Emr
commented
There also is an issue with the next review date whereby if a client never had a review done when the review was due, it pushes the date to the following year. For example, Joe Smith's first review date is 3/31/13 and his frequency is every year. If he doesn't do a review before 3/31/14, the next review date changes to 3/31/15. This has caused us to overlook these clients in our reports because they are overdue, but RT is not telling us that. Let me know if you need further explanation. Thanks.
Donna Emr
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1,963 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Donna Emr
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495 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!
Donna Emr
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145 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!
An error occurred while saving the comment Donna Emr
commented
As a follow up to my first post...For our b/d, the information for suitability is not a numerical field, but ranges. The format of the data is going to be important.
For example, Annual income:
1) under $25,000
2) $25,000 - $50,000Assets held: (to total 100%), for example, stocks ___%, bonds ___%, mutual funds ___%, annuities ___%, etc.
I would be happy to give you more information - just email me if you need.
An error occurred while saving the comment Donna Emr
commented
I added a comment in another submission with the same request. We need suitability information added, such as annual income, net worth, etc. as well as % of assets (to total 100%), for example, stocks, bonds, mutual funds, annuities, etc.
Donna Emr
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An error occurred while saving the comment Donna Emr
commented
In addition, our broker/dealer has suitability information in ranges. For example:
Annual Income:
1) under $25,000
2) $25,000 - $50,000
3) $50,001 - $100,000
4) $100,001-$250,000
5) $250,000 - $500,000
6) Over $500,000We need this format for Annual Income, Estimated Net Worth, Investable Liquid Assets, Federal Tax Bracket, etc.
In addition, it would be helpful if there was a break down of percentage of assets (totaling 100%). For example:
Stock __%
Bonds __%
Mutual Funds __%
Annuities __%This information is required by FINRA and included in our new account opening documents.
Thanks.
Does the new Tailwag save the last review date entered as a note in the client's contact? We haven't transitioned yet to Tailwag but in the current version you override the Last Portfolio Review date when you meet with the client, but the data that was there is not saved anywhere. Just curious if that was addressed at all in Tailwag.