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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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   Cary Facer commented  ·  May 2, 2013  ·  Delete…

   PLEASE PLEASE Allow users to make the "Risk Tolerance" field customizable just like you do for "Investment Objectives".

   This would allow all our users to confirm, change or edit risk tolerances to match the EXACT name of our portfolio models we manage for the client. PLEEEEEASE!!!

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   Cary Facer supported this idea  ·  May 2, 2013