Vic Simon
My feedback
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380 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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most important aspect is to be able to show clients just how much time we really do spend on their benefit, relates to ability to bill, set fees, practice management and service menu creation to match with wealth, needs and our time involved. This should have been done long ago with the industry moving to fees and the amount of financial planners finally doing real planning.
It is also good for training and tracking of EE time usage per clients and their activities to get better and more efficient or restructure according to abilities.