Program Information

Advisor fees in Program

It is possible to enter various types of fees for your programs.

1. Select a program in the left frame.
2. Expand Program Terms section and click on Fees.

Advisor fees in Program — Select a program in the left frame.

3. Fees can be entered in the Fees section.

Advisor fees in Program — Fees can be entered in the Fees section.

Please see Calculate net returns / Include fees into results for more information about including fees into results.

Continue your fund reporting workflow

This procedure is part of a repeatable fund factsheet production workflow. Continue with Fund factsheet production software and Fundpeak Knowledge Base.