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1. Include Trusts in the Family Portfolio Value

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   24 comments  ·  Redtail CRM » Family  ·  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!

   Anonymous supported this idea  ·  Oct 6, 2017
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   Anonymous commented  ·  Oct 6, 2017  ·  Delete…

   please do this. this would help with integration into moneyguide pro as well.

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