Redtail Personal Profile Form
We have set this up and recently have found that information is populating into wrong fields on the final form. We have not adjusted anything and have double checked that our custom export is correct. We noticed when Effective tax bracket was 4234200% which equates to the first review date if translated.
On that same note, there are fields in the custom export ie Time Horizon, Risk Tolerance etc. that are exported but don't appear on the finished report.
Does anyone know of a fix? Maybe a new template is corrected?
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Nikki Whittle
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Redtail Personal Profile Form
RIA Operators
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