Charges Summary behind a client record

Charges Summary behind a client record

Under a client (or joint/family) record - under "Work\Charges" - could there be a "Dashboard" area where it shows historic/estimated future fee revenue totals.

Also perhaps have the ability to show more details in relation to the clients fee structure and also how that fee structure relates to income received.

e.g. in simple terms it could show that the Client is on a 0.75% of total AUM "Fee Structure" and this is paid entirely by 0.75% Adviser charges accross the plans they hold.

But in more complex cases there might be different revenue sources (fixed fees/AC's) at different % and the system could do something to amalgamate these (across family groupings) and show them against the fee which is expected by the "Fee Structure". (and possibly flag huge variances)