Sales tracking for financial advisors

Sales tracking for financial advisors

Hi everyone !

I work in a financial advisor firm and I would like to track our sales. "Product" seem to be very limited for our usage.

Here are the requirements:
-> We need to have a database where we can select one or multiple products in a deal.
-> The advisor must be able to enter the investment amount of the client for each product (e.g. 100k$).
-> The advisor for each product should be able to set up custom upfront fees (e.g. 1%) and custom management fees (e.g. 0.5% each year) for each deal.

=> The sale revenue is the fees

Have you any idea how to do that ?

I'm open to any suggestions.

Thank you very much