This app is designed for use by UK financial advisers only.
Understanding how the level of service you provide to your clients affects your long term business sustainability has never been so important. Our Fees-ability app is designed to help you do exactly this in 3 quick and easy steps. Not only does the Fees-ability app allow you to do this it enables you to model the impact of changing key variables including: growth, cost per hour and on-going % charge.
Step 1 - Enter your clients portfolio needs and the charges you intend to take.
Step 2 – Enter the costs to your business for providing your tailored service to your client.
Step 3 – View a 10 year summary of cost to serve and income potential for each client with the ability model different scenarios.
Within the settings section of the app you have the ability to create 3 pre-set service levels and set any one of them as a default. In the app these pre-sets are labelled low, medium and high.
When you have finished modelling you can e-mail yourself a pdf report featuring all of your inputs and the app outputs.
Aviva Life Services UK Limited. Registered in England No 2403746. 2 Rougier Street, York, YO90 1UU.
Authorised and regulated by the Financial Conduct Authority. Firm Reference Number 145452.
Aviva.co.uk