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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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   Travis weaver commented  ·  Feb 15, 2022  ·  Delete…

   We are actually discontinuing our subscription next quarter because of this. The "know your client" is limited and doesnt adhere to all requirements of SEC (limited Liquidity needs, risk tolerance (only 3 options?), not sure why more wouldnt be added.

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   Travis weaver supported this idea  ·  Feb 15, 2022