Skip to content

Dusty

← Customer Feedback for Redtail Technology

My feedback

1 result found

  1. Include Trusts in the Family Portfolio Value

    248 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    24 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Dusty commented  · 

    A trust option should be available in both the "Family" section and the "Membership" section. This is important for both "Family Portfolio" values and Laser App integration. If I was to have my own family trust that I am the trustee on, I feel this value should be in the "Family Portfolio." However, if my mother has a trust that I am just the trustee of, then that should be in the membership section. The difference between the two is who owns the money. In the first situation I do; however, the second one is my mothers and I am just related to the account as trustee.

    Dusty supported this idea  · 

Feedback and Knowledge Base

(thinking…)