Having confidence in how fees are calculated is a top priority for financial advisors. That's why we have a fee calculator within our app to allow advisors to calculate their fees -- and even tie them to a client’s invoice! This powerful tool allows you to easily calculate (and display) your fees for one-time and ongoing clients for your fee-for-service billing.
Earlier this year, I hosted a webinar that demonstrated how our fee calculator works, how our templates work, and showed how you can create your own templates. Click play below to catch the webinar replay!
No matter how you determine fees, you can build a fee calculator in AdvicePay to ensure you’re able to quickly and accurately enter payment amounts.