I - Expenses Goals Insurance and Fees
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 ...
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 ...
Risk
Personal Insurance The risk section allows you to record the client's existing personal insurance (Risk) policies. The Risk section is made up of a single panel which shows the client's existing policies. New policies can be added using the CREATE ...
Expenses & Goals
Expenses & Goals (Spending Goals) The Expenses and Goals section allows you to record the client's planned expenses and lifestyle goals. The Expenses and Goals section is made up of two panels: Expense Records This panel records the ...