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1. Account Risk Tolerance and Time Horizon Fields

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   23 comments  ·  Redtail CRM » Accounts  ·  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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   Kelly Rosson commented  ·  Dec 9, 2016  ·  Delete…

   We require that the following fields be unlocked so we may match our RIA form requirements.
   Time Horizon and Risk Tolerance

   STRATEGIC ALLOCATION MODEL Edit
   Objective Growth & Income
   Time Horizon Long Term
   Risk Tolerance Moderate

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   Kelly Rosson supported this idea  ·  Dec 9, 2016