Digital Advice Fees
Understand how to set up, calculate, and apply fees within Digital Advice Templates in AdviserLogic. This section covers how to accurately configure service fees, advice charges, and ongoing costs, ensuring transparency and compliance while delivering clear financial advice to clients. 💰📊
6 articles
Digital Advice - Cash AccountLearn how to create and manage a Cash Account strategy in AdviserLogic Digital Advice.
Digital Advice - Fees related changesLearn how to understand and apply recent fee disclosure changes in AdviserLogic to ensure compliance with updated regulatory requirements.
Digital Advice - SMA Fees MethodologyLearn how to understand the methodology used to calculate SMA fees within Digital Advice.
Digital Advice - Troubleshooting Platform Fee CalculationsLearn how to identify and resolve platform fee calculation issues in Digital Advice.
Digital Advice – Ongoing Fees Setup (Quick Steps)Learn how to configure and apply ongoing advice fees in AdviserLogic Digital Advice scenarios.
Digital Advice – Set Up Fee Splits (Quick Steps)Learn how to configure adviser and AFSL fee splits in Digital Advice settings for accurate fee allocation.