Charles
My feedback
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925 votes
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376 votes
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Charles
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107 votes
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An error occurred while saving the comment 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.
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297 votes
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An error occurred while saving the comment 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 ReportYou 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
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205 votes
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An error occurred while saving the comment 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. -
95 votes
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Charles
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200 votes
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Charles
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292 votes
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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.
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463 votes
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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
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242 votes
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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.
An error occurred while saving the comment 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.
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599 votes
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Charles
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254 votes
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Charles
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285 votes
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Charles
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1,271 votes
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An error occurred while saving the comment Charles
commented
If this automatically updates in error - showing us we've reviewed an account when we really haven't - and we all think everything has been in good order with one of our clients accounts, but it really isn't... Worst case scenario we lose potentially huge accounts from our AUM because our customer service level isn't satisfactory based on the client review section updates. - All because a system isn't working how it realistically should be by an apparent large vote of client database users compared with some other items being reviewed on the Redtail to do list.
I sincerely hope this does get addressed somehow, or we could lose out on a customer and/or their future referrals because I told a boss all of our accounts are up to date on reviews, upon which time we then we get an angry customer's phone call asking why we haven't been in touch in the past few months/years or even worse, see their account has been transferred out entirely.
The system users should be checking off that a review was completed and to update to the next scheduled review date.
Not simply a reminder that can get lost in the shuffle. Reviews are one of the most important scheduled events for customer service we could ever use on the system.
I understand there are activities that could be created that basically sidestep this issue entirely, but why even have the section in the database, then? As a reminder of how it doesn't work in the first place? It can't be a trusted source of information, which the database is all about.
How can this go for this long unchecked, or without any update on the status of the original request's review?
Charles
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1,963 votes
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Charles
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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.