Quantity & management fee rate increase
We have a number of plans that have a different annual rate increase for quantity management fees than for standard management fees. For example, the standard management fee annual increase could be 3% on 1st March, but the fee for Keys is a 5% annual increase on 1st July.
It would be great if we could capture this and not have to go through and manually update the fees for each individual plan at the appropriate date each year. It is very a very time consuming task
1
vote
Deb Bailey
shared this idea