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Standard Fiduciary Reports

The Standard Fiduciary Reports accessible under Reports offer you several different ways of looking at your fiduciary-related data within Redtail CRM: 

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Below are links to more information about each of these Fiduciary Reports:

No Contact Report

Client Summary Report

Bear in mind that a client must have at least one Tax Qualified account to be included in either of these Fiduciary Reports.

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