Adam Lillich
My feedback
6 results found
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1,345 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Adam Lillich
supported this idea
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842 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Adam Lillich
commented
Our advisors are also requesting this feature.
Adam Lillich
supported this idea
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489 votes
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!
Adam Lillich
supported this idea
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45 votes
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!
An error occurred while saving the comment 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
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142 votes
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!
An error occurred while saving the comment 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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466 votesAdam Lillich
supported this idea
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An error occurred while saving the comment Adam Lillich
commented
We have a lot of advisors who want to get on board with Redtail Imaging. They are looking for the ability to have one database shared across their whole agency in which the admins and OSJs have access to all of the corporate libraries and directories. Those associates will essentially be able to see everything. They can see all of the advisors corporate folders. The advisors who report up through the OSJ can only see their folders and the advisors/clients that they split business with.
This would essentially solve inter office privacy issues and as FINRA and the SEC get more involved with branch data, this may solve regulatory issues as well.
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.