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Eddy Montalvo

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Add a Report for Advisors to get a breakdown of AuM per client, and on their contact (client/book of business) as a whole

    9 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Eddy Montalvo commented  · 

    Yes, it would be great for me to log in and just see what my AUM is versus additional AUM in database for other advisors that are not tidying up their database. It becomes very unreliable. Advisors should have the ability to add themselves as servicing advisor to their clients and choose to have that be the default of what AUM is showing in the landing page.

    Similar to me being able to choose that I want opportunities to show when I log in.

    Eddy Montalvo supported this idea  · 

  2. permission account

    9 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Eddy Montalvo supported this idea  · 

  3. AUM Historical Tracker

    40 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Eddy Montalvo supported this idea  · 

  4. Customizable Landing Page

    26 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Eddy Montalvo supported this idea  · 

  5. Needs the ability to separate AUM for each Advisor and Family AUM grouping.

    3 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Eddy Montalvo supported this idea  · 

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