Anonymous

← Customer Feedback for Redtail Technology

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2 results found

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

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

    To the extent the KYC info is standardized across FINRA covered BD's, it would helpful for virtual assnt to easily reference AND for them (anyone) to complete new account forms.

    Anonymous supported this idea  · 
    Anonymous shared this idea  · 

  2. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    And be able to easily generate a report like the client profile.

    Anonymous supported this idea  · 

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