Product Enhancements

Potential Revenue calculation from various Revenue Streams

The way Practifi calculates potential revenue doesn't take into account that Financial Advisers may have more than one source of revenue associated with a piece of advice they are delivering.  This would eliminate the need for Advisers to calculate potential revenue outside of the system if there is more than one source and adding to the Pipeline Advice as a Flat Fee.

We would like to see a change to Pipeline Advice for Clients & Prospects, where additional fields would capture potential revenue from various streams and calculate the total. 

Below is a representation of how this could look under the FINANCIALS section of Pipeline Advice.

2

Comments

0 comments

Please sign in to leave a comment.

Didn't find what you were looking for?

New post