Parker Thompson

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Add fields to comply with the "know your client" FINRA requirements

    145 votes
    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Parker Thompson supported this idea  · 

  2. Additional/ Customizable Fields in the KYC Financials Tab

    14 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Parker Thompson supported this idea  · 

  3. Assets/Liabilities/Income

    28 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Parker Thompson supported this idea  · 

  4. Know Your Client Financial Fields - Add Suitability and Assets Held Away

    3 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Parker Thompson shared this idea  · 

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