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  1. 910 votes
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    Charles commented  · 

    Account Level UDFs need to be added to this so badly. There are certain pieces of information which are not included in any good reporting function for an account by account basis, which could severely improve reporting to advisors and also keep them from doing double data entry.

    Information like annuity Maturity Dates, Change of Broker (COB Date) taken over, RMD systematic payment information, Automatic Withdrawal plans, etc.

    We keep track of this info on an account by account basis. Contact UDFs are available in Custom Exports, but a single Contact UDF isn't necessarily good enough because one client may have multiple VA accounts, each with their own separate pieces of Custom Account Level UDFs which would need to be reported on.

    Either build out the types of accounts with the proper tracking fields such as these whether qualified or not, or at least let us be able to do a custom export to see where our business is at with multiple accounts at a glance.

    We can't afford to waste time doing individual Account Level UDF report exports and combine them on a client by client basis.

    Please read this sincerely, as I want to get the best out of Redtail and all of the many wonderful things it does for us.

    Charles supported this idea  · 
  2. 364 votes
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    Charles supported this idea  · 
  3. 107 votes
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    Charles supported this idea  · 
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    Charles commented  · 

    At first I didn't know what you meant, Melody, but I see what you mean now, I think.

    You were looking on the contact accounts page with "Show Family Accounts" selected, and ran a beneficiary report on all accounts, but the header on the PDF returns Beneficiary Report for Contact Name.

    Redtail should update that to say when "Show Family Accounts" is selected, they would generate the PDF as "Beneficiary Report for the 'John Doe Family' where JDF is whatever you have input for the household family name.

  4. 297 votes
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    Charles commented  · 

    Karin,

    One of the things you could try if you are trying to list at least SOME of these items is through the Account Beneficiary Reports. To generate:
    Contact>Accounts>Options>Reports>Beneficiary Report

    You can also run a Portfolio Summary Report from this which would show the Cash Value on the account, if filled in on the client's account page.

    Unfortunately, it doesn't show the Face Amount Value or the Premium related to the account at this time, though. That should be an improvement for a Life Insurance based Account Report in my opinion as well.

    Charles supported this idea  · 
  5. 41 votes
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    Charles shared this idea  · 
  6. 205 votes
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    Charles commented  · 

    Two Solutions to this problem I can see -
    1. Add a contact status as "Beneficiary" if you don't have one already and tag those persons as the client beneficiary.
    2. Add their name as Beneficiary in the Contact's Account section under the specific account to which this contact's beneficiary applies. The Beneficiary tab under the specific account section tagged to the overall client doesn't create a new contact. I've even used "None" or "See Trust Documents" to distinguish nuance items' occurences.

  7. 51 votes
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    Charles supported this idea  · 
  8. 89 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Charles supported this idea  · 
  9. 128 votes
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  10. 200 votes
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  11. 292 votes
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    Charles commented  · 

    I agree! Should be able to customize the list phrasing to include Tolerances such as: Conservative, Moderately Conservative, Moderate, Moderately Aggressive, Aggressive at the very least.

    Many advisors will trade a managed account and rebalance them based on these types of risk tolerances, and compliance looks to these types of risk tolerances to determine which accounts fall under certain % ranges to account value for consideration of trading rules with the BD.

  12. 460 votes
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    Charles commented  · 

    Laser Apps' functionality is exceptionally hurt by the lack of this functionality. Tons of opportunities to make further mistakes and lack of efficiencies in data entry requirements.

    Thanks for looking into this in advance, Redtail!

    Charles supported this idea  · 
  13. 115 votes
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    Charles supported this idea  · 
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    Charles commented  · 

    An important caveat to be able to use is to include ALL age ranges. If a child inherits an IRA as a beneficiary IRA, they will still need to take an RMD on the account. The current report only allows for certain age ranges to be included.

  14. 239 votes
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    Charles commented  · 

    As to the Account Type, there is a section in the accounts page you can pull up if you edit the account.

    If you click on the Account Number, it brings up a new heading and allows you to change the account type on the right, check off if it is a discretionary, or managed, or Tax qualified Account, which will then appear in a grey box as you pull up account listings.

    You will then be able to search by account tax qualified types such as Beneficiary IRA, Traditional IRA, 401(K), etc.

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    Charles commented  · 

    I'm not sure if this is a way you'd like to have it done, but what I am doing is scrolling down in the account to the "Account Ownership" Section and documenting the type of account Registration in that field, so if, for example, it is a JTWROS-TOD account, I am putting in JTWROS-TOD in that section field, and listing the 2 joint owners in those fields. I then go in and list the TOD beneficiaries at the top with their respective TOD percentages.

    It won't pull the data automatically, but I've found it does become helpful at a glance once you've taken the time to go through accounts and set them up.

  15. 6 votes
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  16. 70 votes
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    Charles commented  · 

    For Top-N reports, can we be able to filter by individual client OR include the Family accounts like we are able to do from the Account Screen?

    If we rate a household on an A, B, C, D, F scale, it would help a lot to be able to run that nice aggregating report and combine household accounts. It can be the difference of a lot of time spent going through, looking for each others' spouses and seeing what they all have together as a family.

    Having it all together in one report would help much more than going to each person's account and clicking to "Show Family Accounts" in the Accounts section from a time-saving standpoint.

    Charles supported this idea  · 
  17. 61 votes
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    Received  ·  2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Charles supported this idea  · 
  18. 593 votes
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    Charles supported this idea  · 
  19. 251 votes
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    Charles supported this idea  · 
  20. 279 votes
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    Charles supported this idea  · 
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