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
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