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1. RMD Value & Information section

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   97 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!

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   Grant Corley commented  ·  Nov 13, 2024  ·  Delete…

   The original post would be extremely valuable. Please consider adding this to the top of the list as this topic dominates much of every financial advisor/financial advisor's staff time towards the end of each year.

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   Grant Corley supported this idea  ·  Nov 13, 2024