Hey everyone,
We sell financial product to our clients and we would like to track our assets under management and our growth product.
For a same financial product, a client can invest, $1K, $100K or $1M, and the price is negociated with each client.
The price is a % of the amount invested. There is 2 fees : the upfront and the recurrent.
I would like my consultant be able to select the financial product in a Deal, set the Amount which will be invested, the upfront fee and the recurrent fees negociated so we can gather all the datas we need.
The problem is that the Product module is very rigid...
Have you any idea how can I bring to life this idea ?
Thanks !