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1. Detailed AUM

   3 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Andy Lipkin shared this idea  ·  Mar 22, 2024

2. Show individual portfolio balance and household balance on client page

   1 vote

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Andy Lipkin shared this idea  ·  Jan 19, 2024

3. Portfolio Balance = Total Family/Household balance

   13 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Andy Lipkin supported this idea  ·  Jan 19, 2024

4. add a household portfolio balance option

   20 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  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!

   Andy Lipkin supported this idea  ·  Jan 19, 2024