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1. Account Risk Tolerance and Time Horizon Fields

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   23 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Anonymous commented  ·  Feb 12, 2020  ·  Delete…

   I would like to have more preferences to pick from in the drop down features of the Strategic Allocation Model. Such as the Under Time Horizon and Under Risk Tolerance

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   Anonymous supported this idea  ·  Feb 12, 2020