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1. Include Trusts in the Family Portfolio Value

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   25 comments  ·  Redtail CRM » Family  ·  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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   Kathryn Bever commented  ·  Jan 5, 2022  ·  Delete…

   I want to raise this request again. From a perspective of trust and brokerage wealth management, it is important to "household" or place all related accounts under one family (e.g. individuals, their trusts and businesses). It important from a total AUM perspective, as well as, relationship perspective.

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   Kathryn Bever supported this idea  ·  Jan 5, 2022