Related Articles
What is a Remodel?
A Remodel is the re-forecasting of a client's model from this point forward. It brings the projections back into line with where the client is, as the new starting point. Often, as time progresses, the client's position may either fall behind ...
Client Implementation Checklist
How to Remodel a Client
Step 1 - Clone your existing model to update and use as your "Current Strategy" scenario. Step 2 - Name the cloned scenario "Current Strategy" or similar. Step 3 - Update the START DATE of the model Click on the Client's Name (see ...
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 ...