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1. Account Risk Tolerance and Time Horizon Fields

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   23 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Jacqueline Hovsepian commented  ·  May 21, 2021  ·  Delete…

   Agreed, we need to have more drop-down options for Time Horizon, Risk Tolerance, and Objective fields.

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   Jacqueline Hovsepian supported this idea  ·  May 21, 2021

2. Risk tolerance options in Redtail Tailwag

   153 votes

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   9 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Jacqueline Hovsepian supported this idea  ·  May 21, 2021
   An error occurred while saving the comment
   Jacqueline Hovsepian commented  ·  May 21, 2021  ·  Delete…

   Agreed we need to have more drop-down options for Risk Tolerance, Time Horizon, and Objectives.

   Save Submitting...