Redtail Essentials: Accounts [31:55]


Whether you use a data aggregator/custodian or manually add account information to contact, the value is priceless. Having the ability to quickly see what investment accounts are being held by contact can save time.

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Click the link below for more information on each of the features covered in the video:

01:33 - Today Page - AUM/Accounts

03:36 - Working with Unlinked Accounts

05:51 - Recently Viewed

06:08 - Contact Overview Menu - Accounts

08:22 - Account Management

16:25 - Show Family Accounts

18:32 - Advisory World Integration-Reports

21:15 - Account User Defined Fields

23:25 - Link Note to a Specific Account for a Contact

25:13 - Account Reports

26:14 - Create QuickLists

27:21 - Advanced Search-Contact Options



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