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Adam Lillich

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  1. 1,363 votes
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    Adam Lillich commented  · 

    There are many scenarios in which the son or daughter of a household that they are in with their parents, are actually a head of another household. There are actually many cases in which the wife/mother is the head of the household instead of the father too because they have investment accounts in which the father/husband does not. I don't know if you have ever had this suggestion before, but I think that it would make sense to have family trees developed. That way you can group households together. Essentially each big branch is a household of the family tree. I have been looking all over and I don't see the ability for children to be the head of another household. I think it would also be kind of cool to have a family tree graphic on the interface and you can click on the different households and move around the tree. Plus you could also have the ability to move accounts from one person to the other for various reasons - divorce, death, disability, and any other life occurrences.

    Adam Lillich supported this idea  · 
  2. 854 votes
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    Adam Lillich commented  · 

    Our advisors are also requesting this feature.

    Adam Lillich supported this idea  · 
  3. 492 votes
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    Adam Lillich supported this idea  · 
  4. 45 votes
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    Adam Lillich commented  · 

    We have had requests from agencies to be able to upload their customized logo into Redtail so that they can place that logo on the top of the reports that they run out of Redtail.

    Adam Lillich supported this idea  · 
  5. 142 votes
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    15 comments  ·  Redtail CRM » Email  ·  Admin →
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    Adam Lillich commented  · 

    If they have this ability in SmartOffice then Redtail definitely needs to have this ability. Any more updates on this?

    Thanks!

    Adam Lillich supported this idea  · 

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