Summary Of Management Fees
Category : Advanced Reports
- This report shows the summary for Management fee for the selected period.
- The top component shows each account valuation.
- The middle section shows the fee schedule applied to the household and the fee.
- The bottom section shows the breakdown of fee for each account.
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- The look and feel and the disclosures of the invoice can be customized to match your firm.
- The fonts, logo, lines, colors and disclosures can be customized.
- Additional components such as fee credits, exclusions, etc. can be incorporated.