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Using the System

Understanding the FeeMetri(k)s Dashboard

Provides a high-level analysis across your firm/practice/advisors and information about your clients and prospects in FeeMetri(k)s.
Creating Households

Learn how to create households and prospects/clients in FeeMetri(k)s.
Creating a Rollover Recommendation Report

Learn how to create a rollover recommendation report to comply with PTE 2020-02.
Creating a Rollover Education Report

Learn how to quickly generate a rollover education report for prospect/client-initiated rollovers where you are not making a recommendation.
Creating a Long-Term Fee Projection Comparison

Learn how to create a long-term fee projection comparison to illustrate total cost of ownership.