Andrea Maher
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495 votes
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Create a place where beneficiaries can be listed for the clients, with respect to their various accounts. This would be extremely helpful to us advisors having all of the relevant information such as birthday, SS#, address and phone # included in the client profile as opposed to creating a new contact who we do not have separate accounts with. Most often the beneficiaries (Primary) are the Spouses and then (Contingent) are their children, brothers/sisters, nieces/nephews) and are most often not clients of ours and in some cases are children. It would be great to have a place to enter this information in Redtail so we could track it and update it and keep records of when the updating took place. Beneficiary information is very important on out business.