Sean Fletcher (Prospettiva Financial LLC)
My feedback
15 results found
-
16 votes
An error occurred while saving the comment Sean Fletcher (Prospettiva Financial LLC)
supported this idea
·
-
21 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
·
-
16 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
·
-
628 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!
Sean Fletcher (Prospettiva Financial LLC)
supported this idea
·
-
1,924 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!
Sean Fletcher (Prospettiva Financial LLC)
supported this idea
·
-
54 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
·
An error occurred while saving the comment Alternatively, we have several employees and would like to standardize the colors for all employees. This is unnecessarily laborious. Could there be firm-wide templates for color coding?
-
23 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
·
An error occurred while saving the comment Form CRS should be a separate field under Know Your Client.
As form CRS needs to be provided on multiple occasions, it would be super helpful if an update to the CRS field would trigger an activity in the client's history.
I appreciate @Taylor Lane indicating that CRS is now a field in Redtail, but frankly I had no idea and I am unable to find it. If it was added as a field, where is it?
-
33 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
·
An error occurred while saving the comment An alternate suggestion would be to add a field under the Know Your Client section, beneath "Last ADV Offering".
-
97 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!
Sean Fletcher (Prospettiva Financial LLC)
supported this idea
·
-
16 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
·
Sean Fletcher (Prospettiva Financial LLC)
shared this idea
·
-
93 votes
Redtail has read this 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!
Sean Fletcher (Prospettiva Financial LLC)
supported this idea
·
-
17 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!
Sean Fletcher (Prospettiva Financial LLC)
supported this idea
·
-
17 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
·
-
4 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
·
-
38 votes
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!
Sean Fletcher (Prospettiva Financial LLC)
supported this idea
·
Generally, the current ability to format a broadcast email is pretty poor. We use this feature to send updates to our ADV and privacy policy, and to send out notifications that clients' quarterly reports have been uploaded to their shared cloud vault. We also use it to invite clients to appreciation events. That way, the email is tracked for compliance.
We cant track emails when using a third-party vendor. Also, there are additional privacy concerns that need to be addressed for compliance when using MailChimp or some other vendor. This makes Redtail an appealing option.
Too bad that the emails are so ugly.
The email can easily look unprofessional because it is so difficult to format.
The ability to more easily add images, format text, and adjust spacing would be a welcome change.