Risk Tolerance Display | Voters

Risk Tolerance Display

Tim Caban

Suggest adding the ability for Risk Tolerance to actually show a note like 50 stock/50 bond or something so that we can see it on the client card without having to go into the client files.

January 21, 2021

Benjamin Fayle

This could also be done using a Stream

Moana Whipple

What we have been doing is adding that as a tag, so it'll show up on the client card sidebar as #50/50. Not sure if that would work for you.

Olivia Law

This is a great suggestion - thanks Tim! I'll pass this along to our team.