A guide to fee flexibility on Fundment
Welcome to Adviser Fee Flexibility on Fundment – designed to put you in control.
Your business, your rules…
Every client relationship is unique, which is why we've built a fee system that reflects this reality. With Fundment, you can:
Create unlimited fee variations to match your service offerings
Set a firm-wide default while maintaining flexibility for individual clients
Customise fees for specific client goals and accounts
Fine-tune your pricing with custom tiering
Quick set-up in your dashboard
Getting started is simple. Head to Administration > Fees to access your fees dashboard.
Here you'll find two sub-menus: Fee schedules and Fee frequency.
Fee schedules contains your active fees, archived fees, and the option to create new fee structures with just a few clicks. Fee frequency contains your fee generation and fee payment features.
Enhanced cash flow management
Take control of your revenue stream with our customisable fee generation and payment schedules.
You now have the ability to…
Generate fees your way
Monthly on your preferred date
Weekly on your chosen working day
Receive payments that suit you
Daily
Weekly on your selected working day
Monthly on your preferred date
Practical payment scenarios
Here are two examples of setting your own fee generation and fee payment cycles, and how they would work:
Monthly generation with weekly payments:
Your initial payment includes the full month's due fees, followed by weekly payments covering any outstanding fees and new transactions.
Weekly generation with weekly payments:
Receive a streamlined weekly payment combining ongoing fees and any pending charges.
This approach aligns all fee types in your payment schedule.
Transparent fee reporting
Stay informed with our comprehensive fee remittance reports, updated automatically the next business day after each payment.
We're here to help
Ready to optimise your fee management? Visit Administration > Fees > Fee Frequency to get started.
Our support team is ready to assist you with any aspect of fee management. Whether you're setting up new fee structures or optimising your payment schedule, reach out to support@fundment.com