Did you know WealthSolver has enhanced it’s Fee Comparison functionality to allow you to edit all fees directly within the proposal?
Now you get:
- Editable Fee Amounts: Override system-calculated fee amounts or enter values for uncalculated options (such as Adviser Service Fees) directly from the proposal fee table.
- Flexible Plan Views Filtering: Filter fees dynamically using the Show fees for dropdown. View aggregated amounts for All Plans or isolate specific individual plans.
- Visibility of Zero-Value Fees: A new Show $0 fees checkbox allows you to show or hide fee items with a zero balance to streamline your view or edit non-calculated items.
- In-Context Fee Ranges: When editing a fee that contains a predefined research range, the Edit Fee pop-up modal will now explicitly display the reference range (e.g., Range: 0% - 2.20%) directly below the amended value input.
- Edit Plan Fee Screen: If fee range is entered in our research, we will now show the range in edit plan fee.Â
We understand that sometimes automated logic cannot accommodate every bespoke client agreement or variable cost structure. This enhancement gives advisers complete control over fee disclosure ensuring comparisons precisely reflect intended recommendations.
