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Cost Management

How-to guides for adding, saving and tracking plan fees in Perseptiv and generating client-ready decision-support deliverables
  • Getting Started with Perseptiv
  • Theme, Logos & Disclosure Management (Admin)
  • Login, Password Reset & 2FA
  • Managing Security & User Permissions (Admin)
  • AI-Content Studio
  • Managing Companies and Plans
  • Retirement Advisor-Specific CRM Features
  • Fiduciary Scoring
  • Cost Management
  • Plan Features
  • Fiduciary File Management
  • Integrations
  • Support & Troubleshooting
  • more_horiz
    • Getting Started with Perseptiv
    • Theme, Logos & Disclosure Management (Admin)
    • Login, Password Reset & 2FA
    • Managing Security & User Permissions (Admin)
    • AI-Content Studio
    • Managing Companies and Plans
    • Retirement Advisor-Specific CRM Features
    • Fiduciary Scoring
    • Cost Management
    • Plan Features
    • Fiduciary File Management
    • Integrations
    • Support & Troubleshooting
  • Managing Plan Costs with Fee History

    To watch the video, click here: https://loom.com/share/d82e8db70aea453489a6999386d67799

    Step-by-Step Instructions

    1. Introduction to Cost…

  • Creating Custom Fee Schedules in Perseptiv

    To watch the video click here: https://loom.com/share/795ea797c1814aeeb2e04f678d67cc15

    Step-by-Step Instructions

    1. Introduction to Custom Fee…

  • Running a Plan Cost Benchmark Report

    To watch the video, click here: https://loom.com/share/3038d945b91249a8b361c6b23a905136

    Step-by-Step Instructions

     

    1. Update Fees and Fee…

  • Optimizing Cost Management: Visualizing A Historical Perspective

    To watch the video, click here: https://loom.com/share/ddfe38a18a5545cb9f34a680aa2f8a0c

    Step-by-Step Instructions

     

    1. Introduction to…

  • Generating a Total Cost Comparison Report to Illustrate the Impact of Fees Over Time

    To watch the video, click here: https://loom.com/share/752bb80d8ac14f1aab39df3f89b6934e

    Step-by-Step Instructions

     

    1. Introduction to…

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