Related Articles
Upfront and Ongoing Fees - Add New Fees
Client Fees The fees section is where upfront and ongoing professional fees are modeled into the client's scenario. The fees section also directly links to the Prospera Direct Debit Request facility assisting in the collection of client fees. The ...
Step 8 - Enter ADVISER FEES
FEES If your clients are currently paying any Adviser Fees, you may wish to incorporate the fees in the current model. If your clients are NOT currently paying fees, you may wish to leave them out of the Default (Current) Scenario, and only ...
Increasing or Decreasing Existing Client Fees
To Increase or Decrease Fees for an existing client being Billed via the Prospera Fees Manager (DDR) system: Select the client from the Dashboard If they are currently billed via the Prospera Fees Manager application, the sidebar menu will have a ...
Increasing or Decreasing Fees for an Existing Client
To Increase or Decrease Fees for an existing client being Billed via the Prospera DDR system: Select the client from the Dashboard If they are currently billed via Prospera, the side menu will have a Menu item called "BILLING RECORDS" Select "BILLING ...
Navigation Webinar