We are grateful for your support throughout the year. From our entire team, we wish you an even more productive and successful year for your goals, plans, and resolutions!
In the past much has been said about the efficiency of the traditional Assets Under Management (AUM) structure, based on a high minimum level of assets, but without a single fee model suitable for every client and advisor.
Now we will look at individual plan reports, in order to do that we will select a plan from the list that we have generated previously from our Advanced search tutorial. Step 01 : Once you click on a plan, you will be automatically directed to the Summary page report, what that is, is a brief overview of how the plan is performing – On the top we have the name of the plan, the total number of participants for the plan, the type of plan and also the ability to send an individual Marketing letter…Something that we will talk about in a different guide. Step 02 :...Read More