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1. Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc

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   3 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

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

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   Elizabeth Cacaj commented  ·  Jun 13, 2022  ·  Delete…

   For fixed and VA's it would be beneficial to link to the custodian, however, the ability to add the account and the value manually would be a great feature in the meantime. Currently, the account value does not total into the Portfolio Balance. We have a lot of client's that strictly have Fixed/VA Business only, but their Portfolio Balance shows as $0. From an overview of our book of business, these clients do not show as "priority".

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   Elizabeth Cacaj supported this idea  ·  Jun 13, 2022