We all know how important it is to make sure your clients are taking their Required Minimum Distributions (RMDs). But, are you taking advantage of the client data that you’re already tracking in Redtail to quickly and easily keep your clients on top of their individualized distributions? Join us as we discuss how to use Redtail CRM to streamline this process and help your clients avoid any unnecessary penalties….(read more)
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Interesting but one improvement would be if Redtail was integrated with Fidelity/Schwab/etc. to tell you the distribution taken YTD and if it met the RMD..
Redtail needs to create the ability when creating a workflow to assign users to roles for that specific workflow. We have 5 CAs, if roles are based on the specific contact and you don’t attach a contact to this then it doesn’t go to the right individual and I have to manually reassign due every step.
Also helps when assistants are out. FAs are then able to put in a different CA role user