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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

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…