Chris Rondinelli
My feedback
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67 votes
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Chris Rondinelli
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344 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Chris Rondinelli
commented
I have mentioned this in year a few times. The opportunity types need to be able to track revenue in multiple says so that you can accommodate different advisor business models. i would like to see separate tracking for things like financial planning fees, commissions, AUM, etc. I would also like to be able to sort and filter and run reports by these different opportunity types. i do not currently use the opportunity tracker because of this. i am using a separate spreadsheet to track :(
Chris Rondinelli
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An error occurred while saving the comment Chris Rondinelli
commented
i agree 100%. As an addendum, WealthBox has a feature where can select the type of opportunity -- AUM, Fee, Commission, and Other. It also tracks each of these separately at the top of the opportunities page, so you can see how much is pending for each type. I'm shocked that financial advisor specific software doesn't have this.
i second the above. wealthbox just added some phenomenal email features.