Tiered charging on income rec

Would be nice to be able to set tiered charging structures on Plannr, for example, client values over £500k are charged 1% initial, 0.5% trail - £1m-£5m are 0.75% initial etc. AND to be able to do this across family groups; where advising on multiple clients within same family - taking into account their total wealth and adjusting % accordingly.

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Accepting Feedback

Board
💡

Feature Request

Tags

Income Reconciliation

Date

About 2 years ago

Author

abi_hortin

Subscribe to post

Get notified by email when there are changes.