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1. Albridge Feed Missing Company Name and Registration Type

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   18 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Jul 27, 2018
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   Anonymous commented  ·  Jul 27, 2018  ·  Delete…

   Currently, you have to identify accounts that come over from Albridge as an IRA, Roth, Joint or whatver. It also doesn't come over as Advisory, retail or annuity. Albridge has this data, why doesn't it come over into Redtail? I have 700+ accounts that have no IRS classification or product type. Would make it helpful to pull up when a client calls, etc.

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