Client grouping upgrade
We're excited to announce that you can now effortlessly manage client groups for tiered adviser charging, directly through our online investment platform.
What's client grouping?
Client grouping combines the total portfolio values of multiple clients, calculates tiered adviser charging based on that value, then applies it proportionally to each client in the group based on their individual asset amounts. Read more in our initial announcement here.
Adviser charging tools built with your needs in mind
With the latest upgrade, you can now:
- Edit existing client groups - add or remove clients from groups effortlessly.
- Create new client groups - quickly select existing clients to form a new group with ease.
All from the platform, without needing to email us.
Here's a quick look at the enhanced adviser charges area. Login to take a look:
But don't just take our word for it - here's what our advisers have to say...
Client grouping is very helpful and a fantastic simplification - you've saved us hundreds of hours of annual admin work with this project!
Alasdair Walker
Optimum Path Financial Planning Ltd
Want to know more?
Read our handy frequently asked questions, or get in touch to book a demo and find out how this tool can elevate your client charging management.
