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4 results found

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

   145 votes

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   10 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!

   Parker Thompson supported this idea  ·  May 7, 2024

2. Additional/ Customizable Fields in the KYC Financials Tab

   14 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Parker Thompson supported this idea  ·  May 7, 2024

3. Assets/Liabilities/Income

   25 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!

   Parker Thompson supported this idea  ·  May 7, 2024

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

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Parker Thompson shared this idea  ·  May 7, 2024