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← Customer Feedback for Redtail Technology

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

    148 votes
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    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.

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  2. Add more fields under beneficiaries

    503 votes
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    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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