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Add Rate Tier

With tiered pricing, you can set up different pricing tiers based on security categories (asset class, security, sector, and subsector) or based on the entire value of the portfolio. This button lets you set up billing rate tiers for either the entire portfolio or specific categories.

Rate tiers can be percentage rates or flat fees, if you selected Include flat fees on the General tab. For more information on flat fee tiers, see Add Flat Fee Tier.

Percentage rate tiers must be sequential, without gaps (e.g., $0.00-$100, $100.01-$200). You can include a description for each tier; this helps your firm identify what the tier is intended for. For example, you might name one tier $0 - $1M 1.25% to summarize that tier's details.

To add a description for the overall billing tiers, use Last description.

For more information on setting up rate tiers, see the following pages:

For more information on billing groups, see Understanding Billing Groups.

For more information on billing definitions, see Understanding Billing Definitions.