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David

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  1. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    David commented  · 

    I second James. My firm looks at risk profile as 1-5. Moderate, high, low doesn't tell us anything. This section is vital for all investment advisors. If we can't customize it then we're missing a crucial piece of information. Big ups on tailwag, it is light years ahead of redtail; keep it up and you'll get caught up with Wealth Box in no time!

    David supported this idea  · 

  2. Custom Trigger Events

    200 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    David supported this idea  · 

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