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5 results found

1. Add fields to the estimate net worth field

   1 vote

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Shimoda Family shared this idea  ·  Apr 19, 2024

2. KYC

   13 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Shimoda Family supported this idea  ·  Dec 21, 2023

3. Account Risk Tolerance and Time Horizon Fields

   292 votes

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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!

   Shimoda Family supported this idea  ·  Dec 21, 2023

4. Add more fields under beneficiaries

   495 votes

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   15 comments  ·  Redtail CRM » Accounts  ·  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!

   Shimoda Family supported this idea  ·  Dec 21, 2023

5. UPDATE STRATEGIC ALLOCATION MODEL

   38 votes

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   4 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Shimoda Family supported this idea  ·  Dec 21, 2023