Product fees

Are clients better off paying a large fee to secure a cheaper product, even though the monthly savings over the product period do not recover the fees added. However the sourcing system show the fee product to be cheaper on TTP

case study

1 Reply

rainier.reyes
Advisely Team
2 years ago
Welcome to Advisely Mahesh and great question - what does everyone in the community think?

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Product fees

🤓 Xplan Hint: Policy Search

Xmerge coding query

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

The awkward moment when it's time to increase fees

Updating Wealthsolver / IPS with current AA and fees