Skip to content

Angel

My feedback

1 result found

  1. 181 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Angel commented  · 

    I am looking to see if this has been added. My broker dealer is requiring us to be tracking and monitoring this closely and I need to add this information to my clients profiles too. I don't want to break this up into multiple projects because Redtail isn't set up yet.

Feedback and Knowledge Base