Anonymous ← Customer Feedback for Redtail Technology My feedback 1 result found Add a Report for Advisors to get a breakdown of AuM per client, and on their contact (client/book of business) as a whole 9 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 1 comment · Redtail CRM » Accounts · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Anonymous shared this idea · May 22, 2020