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Andrew

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  1. Add fields to comply with the "know your client" FINRA requirements

    145 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Andrew commented  · 

    RT- just ask advisor's from a few different broker dealers to submit a copy of a "New Client Account Form", and you will see all of the information that FINRA is looking for us to gather. You should see pretty much the same information required from each firm with some minor differences.

    Andrew supported this idea  · 

  2. Meeting Agenda's

    134 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Andrew commented  · 

    this request and many others could be solved if there was a Microsoft OneNote tab inside of redtail.
    OneNote is the best kept secret on the planet.

    Andrew supported this idea  · 
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