Provides a high-level analysis across your firm/practice/advisors and information about your clients and prospects in FeeMetri(k)s.
Learn how to create households and prospects/clients in FeeMetri(k)s.
Learn how to create a rollover recommendation report to comply with PTE 2020-02.
Learn how to quickly generate a rollover education report for prospect/client-initiated rollovers where you are not making a recommendation.
Learn how to create a long-term fee projection comparison to illustrate total cost of ownership.
Help Desk