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- Bulk Fee Schedules (Introduction)
- How to view exisiting fee schedule
- How to overwrite a fee calculation
- How to generate a new fee schedule
- How to export fee schedule to PDF or Excel
Bulk Fees Schedules (Introduction)
You can create and authorise a Fee Schedule across multiple Client Portfolios in m2AdvisorLite.
Note: a Fee Agreement must be set up against the Client Portfolios in m2Advisor before you start.
For information on creating Fee Agreements in m2Advisor, see Fees
Once you have Fee Agreements in place against one or more Client Portfolios, follow the steps below to calculate and authorise fees in bulk for all your clients.
In the m2AdvisorLite Menu, select Fees:
How to view existing Fee Schedules
You can view all existing Fee Schedules that has been generated and saved by advisors. Just simply set a timeframe in the filter and click Search:
Select a Schedule to see the Fee Details, including who authorised it and when:
How to Overwrite a Fee Calculation
Input in the fee amount and click 'Recalculate Total', this will recalculate the Tax and Total amount.
Once the overwrite fee is saved, an audit log will appear.
How to create a new Fee Schedule
From the Fees screen click the green button Create New Schedule
Input and save the Fee Schedule settings:
Click Calculate Fees, and Save Schedule:
How to authorise a new Fee Schedule
From the Fees screen, select the new Fee Schedule, and select one, some or all Fees to authorise. Click Save to complete.
How to export Fee Schedule to PDF or Excel